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 | $15,986 | $45,035-64.5% | $62,995-74.6% | $70,131-77.2% |
| Participation rate | 74.2% | 69.5%+4.7pp | 74.8%-0.6pp | 69.5%+4.7pp |
| Annual return | 8.50% | 18.76%-10.3pp | 87.57%-79.1pp | 73.14%-64.6pp |
| Employer contribution / active EE | $194 | $2,051-90.6% | $2,759-93.0% | $2,342-91.7% |
| Participant deferral / active EE | $1,428 | $2,465-42.1% | $3,329-57.1% | $3,332-57.1% |
| Admin fee / account holder | $440 | $2,834-84.5% | $3,600-87.8% | $4,645-90.5% |