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 | $54,024 | $65,365-17.4% | $92,893-41.8% | $72,985-26.0% |
| Participation rate | 77.5% | 68.3%+9.2pp | 76.0%+1.5pp | 69.5%+8.0pp |
| Annual return | 15.30% | 42.10%-26.8pp | 109.41%-94.1pp | 81.00%-65.7pp |
| Employer contribution / active EE | $486 | $2,594-81.3% | $3,653-86.7% | $2,440-80.1% |
| Participant deferral / active EE | $3,954 | $3,128+26.4% | $4,236-6.7% | $3,607+9.6% |
| Admin fee / account holder | $5,430 | $4,251+27.7% | $5,794-6.3% | $5,124+6.0% |