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 | $35,906 | $63,346-43.3% | $92,233-61.1% | $70,131-48.8% |
| Participation rate | 86.8% | 68.7%+18.1pp | 76.5%+10.3pp | 69.5%+17.2pp |
| Annual return | 11.89% | 530.12%-518.2pp | 176.28%-164.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $375 | $2,471-84.8% | $3,679-89.8% | $2,342-84.0% |
| Participant deferral / active EE | $2,083 | $2,854-27.0% | $3,897-46.5% | $3,332-37.5% |
| Admin fee / account holder | $1,393 | $3,840-63.7% | $5,194-73.2% | $4,645-70.0% |