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 | $183,031 | $95,803+91.0% | $113,168+61.7% | $84,808+115.8% |
| Participation rate | 70.6% | 72.9%-2.3pp | 76.6%-6.0pp | 68.3%+2.3pp |
| Annual return | 10.90% | 25.00%-14.1pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $394 | $2,360-83.3% | $2,975-86.8% | $2,631-85.0% |
| Participant deferral / active EE | $3,125 | $4,242-26.3% | $5,107-38.8% | $4,212-25.8% |
| Admin fee / account holder | $4,946 | $8,989-45.0% | $12,068-59.0% | $7,344-32.7% |