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 | $23,573 | $61,605-61.7% | $112,229-79.0% | $75,163-68.6% |
| Participation rate | 97.5% | 61.7%+35.8pp | 72.4%+25.1pp | 67.2%+30.3pp |
| Annual return | 10.72% | 28.47%-17.8pp | 30.20%-19.5pp | 160.62%-149.9pp |
| Employer contribution / active EE | $250 | $2,015-87.6% | $3,430-92.7% | $2,670-90.6% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,798-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,814 | $4,862-62.7% | $7,748-76.6% | $5,651-67.9% |