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 | $88,783 | $70,428+26.1% | $96,562-8.1% | $85,850+3.4% |
| Participation rate | 84.3% | 61.8%+22.5pp | 69.8%+14.5pp | 69.3%+15.0pp |
| Annual return | 10.02% | 18.59%-8.6pp | 37.78%-27.8pp | 318.53%-308.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,734 | $2,894-40.1% | $3,849-54.9% | $3,952-56.1% |
| Admin fee / account holder | $6,601 | $4,997+32.1% | $6,181+6.8% | $6,260+5.4% |