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 | $43,838 | $86,929-49.6% | $102,423-57.2% | $80,856-45.8% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.6%+3.0pp |
| Annual return | 6.72% | 18.88%-12.2pp | 29.32%-22.6pp | 35.59%-28.9pp |
| Employer contribution / active EE | $368 | $2,369-84.5% | $3,023-87.8% | $2,755-86.7% |
| Participant deferral / active EE | $4,288 | $4,118+4.1% | $5,053-15.1% | $4,296-0.2% |
| Admin fee / account holder | $5,161 | $8,049-35.9% | $9,451-45.4% | $6,918-25.4% |