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 | $52,462 | $60,124-12.7% | $90,404-42.0% | $79,858-34.3% |
| Participation rate | 70.3% | 65.0%+5.3pp | 72.7%-2.4pp | 69.6%+0.6pp |
| Annual return | 9.94% | 71.94%-62.0pp | 1293.02%-1283.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $186 | $2,068-91.0% | $3,262-94.3% | $2,471-92.5% |
| Participant deferral / active EE | $2,126 | $2,938-27.6% | $3,963-46.4% | $3,740-43.1% |
| Admin fee / account holder | $1,167 | $3,976-70.6% | $5,611-79.2% | $5,306-78.0% |