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 | $30,581 | $86,286-64.6% | $111,297-72.5% | $85,850-64.4% |
| Participation rate | 96.0% | 73.3%+22.7pp | 77.3%+18.7pp | 69.3%+26.7pp |
| Annual return | 8.19% | 19.99%-11.8pp | 54.65%-46.5pp | 318.53%-310.3pp |
| Employer contribution / active EE | $387 | $2,043-81.1% | $2,731-85.8% | $2,565-84.9% |
| Participant deferral / active EE | $3,956 | $3,641+8.7% | $4,487-11.8% | $3,952+0.1% |
| Admin fee / account holder | $3,853 | $8,188-52.9% | $7,964-51.6% | $6,260-38.4% |