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 | $17,831 | $53,127-66.4% | $86,590-79.4% | $70,131-74.6% |
| Participation rate | 90.7% | 65.3%+25.4pp | 73.5%+17.2pp | 69.5%+21.2pp |
| Annual return | 9.97% | 27.66%-17.7pp | 964.84%-954.9pp | 73.14%-63.2pp |
| Employer contribution / active EE | $86 | $2,068-95.9% | $2,839-97.0% | $2,342-96.3% |
| Participant deferral / active EE | $1,092 | $2,696-59.5% | $3,609-69.7% | $3,332-67.2% |
| Admin fee / account holder | $1,342 | $3,585-62.6% | $4,906-72.6% | $4,645-71.1% |