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 | $80,404 | $64,348+25.0% | $90,160-10.8% | $70,131+14.6% |
| Participation rate | 88.4% | 70.4%+17.9pp | 76.9%+11.5pp | 69.5%+18.8pp |
| Annual return | 13.96% | 28.13%-14.2pp | 34.88%-20.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,241 | $4,389-26.2% | $5,288-38.7% | $3,332-2.7% |
| Admin fee / account holder | $5,527 | $3,944+40.1% | $5,943-7.0% | $4,645+19.0% |