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 | $72,492 | $58,828+23.2% | $77,999-7.1% | $62,891+15.3% |
| Participation rate | 73.5% | 71.1%+2.4pp | 75.5%-2.1pp | 69.3%+4.2pp |
| Annual return | 4.74% | 17.16%-12.4pp | 425.96%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,160 | $2,686-19.6% | $3,497-38.2% | $3,203-32.6% |
| Admin fee / account holder | $4,339 | $4,393-1.2% | $5,480-20.8% | $4,296+1.0% |