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 | $104,532 | $96,965+7.8% | $97,995+6.7% | $147,584-29.2% |
| Participation rate | 93.8% | 83.6%+10.1pp | 82.4%+11.4pp | 82.8%+10.9pp |
| Annual return | 9.51% | 24.11%-14.6pp | 23.94%-14.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,144 | $4,536-74.8% | $4,158-72.5% | $4,876-76.5% |
| Participant deferral / active EE | $3,931 | $5,081-22.6% | $5,097-22.9% | $5,439-27.7% |
| Admin fee / account holder | $2,369 | $8,120-70.8% | $5,943-60.1% | $10,885-78.2% |