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 | $99,650 | $71,370+39.6% | $246,525-59.6% | $71,370+39.6% |
| Participation rate | 82.2% | 55.1%+27.0pp | 82.0%+0.2pp | 55.1%+27.0pp |
| Annual return | 9.21% | 15.87%-6.7pp | 0.46%+8.8pp | 15.87%-6.7pp |
| Employer contribution / active EE | $11 | $1,874-99.4% | $7,467-99.9% | $1,874-99.4% |
| Participant deferral / active EE | $3,835 | $2,656+44.4% | $5,422-29.3% | $2,656+44.4% |
| Admin fee / account holder | $8,895 | $6,050+47.0% | $16,551-46.3% | $6,050+47.0% |