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 | $40,629 | $89,355-54.5% | $141,162-71.2% | $72,985-44.3% |
| Participation rate | 73.8% | 75.1%-1.3pp | 82.5%-8.7pp | 69.5%+4.3pp |
| Annual return | 17.77% | 111.85%-94.1pp | 71.39%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $578 | $3,114-81.4% | $4,735-87.8% | $2,440-76.3% |
| Participant deferral / active EE | $2,674 | $5,418-50.6% | $6,709-60.1% | $3,607-25.9% |
| Admin fee / account holder | $1,468 | $5,958-75.4% | $10,261-85.7% | $5,124-71.4% |