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 | $22,568 | $45,073-49.9% | $69,455-67.5% | $72,985-69.1% |
| Participation rate | 74.1% | 68.5%+5.6pp | 74.6%-0.5pp | 69.5%+4.6pp |
| Annual return | 2.98% | 22.65%-19.7pp | 28.97%-26.0pp | 81.00%-78.0pp |
| Employer contribution / active EE | $205 | $2,054-90.0% | $2,779-92.6% | $2,440-91.6% |
| Participant deferral / active EE | $1,427 | $2,602-45.2% | $3,535-59.6% | $3,607-60.5% |
| Admin fee / account holder | $525 | $3,056-82.8% | $3,839-86.3% | $5,124-89.8% |