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 | $52,777 | $81,460-35.2% | $103,333-48.9% | $80,856-34.7% |
| Participation rate | 82.4% | 66.8%+15.5pp | 74.5%+7.8pp | 67.6%+14.7pp |
| Annual return | 9.18% | 25.55%-16.4pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $437 | $3,105-85.9% | $3,868-88.7% | $2,755-84.1% |
| Participant deferral / active EE | $2,417 | $3,869-37.5% | $5,057-52.2% | $4,296-43.7% |
| Admin fee / account holder | $17,813 | $6,566+171.3% | $8,355+113.2% | $6,918+157.5% |