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 | $85,559 | $81,460+5.0% | $103,333-17.2% | $80,856+5.8% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 9.39% | 25.55%-16.2pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $718 | $3,105-76.9% | $3,868-81.4% | $2,755-73.9% |
| Participant deferral / active EE | $5,859 | $3,869+51.4% | $5,057+15.8% | $4,296+36.4% |
| Admin fee / account holder | $3,413 | $6,566-48.0% | $8,355-59.2% | $6,918-50.7% |