See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,797 | $73,787-51.5% | $98,716-63.7% | $82,448-56.6% |
| Participation rate | 88.9% | 61.4%+27.5pp | 69.3%+19.6pp | 68.1%+20.8pp |
| Annual return | 10.41% | 18.57%-8.2pp | 31.81%-21.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $219 | $1,511-85.5% | $2,279-90.4% | $2,551-91.4% |
| Participant deferral / active EE | $3,839 | $3,081+24.6% | $4,048-5.1% | $4,139-7.2% |
| Admin fee / account holder | $1,916 | $6,500-70.5% | $8,703-78.0% | $7,234-73.5% |