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 | $68,108 | $181,894-62.6% | $156,549-56.5% | $273,961-75.1% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | -1.49% | 30.74%-32.2pp | 32.23%-33.7pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,005 | $6,248-83.9% | $5,501-81.7% | $4,869-79.3% |
| Participant deferral / active EE | $2,528 | $5,550-54.5% | $4,871-48.1% | $5,287-52.2% |
| Admin fee / account holder | $1,529 | $15,559-90.2% | $13,027-88.3% | $10,132-84.9% |