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 | $44,086 | $91,552-51.8% | $133,956-67.1% | $79,858-44.8% |
| Participation rate | 76.7% | 73.3%+3.4pp | 79.8%-3.1pp | 69.6%+7.1pp |
| Annual return | 7.83% | 61.85%-54.0pp | 45.09%-37.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,436 | $3,733+18.8% | $5,048-12.1% | $3,740+18.6% |
| Admin fee / account holder | $838 | $6,321-86.7% | $8,927-90.6% | $5,306-84.2% |