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 | $35,861 | $81,460-56.0% | $103,333-65.3% | $80,856-55.6% |
| Participation rate | 73.1% | 66.8%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 9.01% | 25.55%-16.5pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $399 | $3,105-87.2% | $3,868-89.7% | $2,755-85.5% |
| Participant deferral / active EE | $1,852 | $3,869-52.1% | $5,057-63.4% | $4,296-56.9% |
| Admin fee / account holder | $10,444 | $6,566+59.1% | $8,355+25.0% | $6,918+51.0% |