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 | $95,453+91.7% | $112,040+63.4% | $82,448+122.0% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.5%-5.9pp | 68.1%+2.5pp |
| Annual return | 10.90% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $394 | $2,318-83.0% | $2,954-86.7% | $2,551-84.6% |
| Participant deferral / active EE | $3,125 | $4,224-26.0% | $5,098-38.7% | $4,139-24.5% |
| Admin fee / account holder | $4,946 | $9,013-45.1% | $12,098-59.1% | $7,234-31.6% |