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 | $21,088 | $85,202-75.2% | $172,739-87.8% | $72,985-71.1% |
| Participation rate | 93.8% | 70.1%+23.8pp | 82.6%+11.2pp | 69.5%+24.4pp |
| Annual return | 7.20% | 27.32%-20.1pp | 802.84%-795.6pp | 81.00%-73.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,372 | $3,260+3.4% | $5,198-35.1% | $3,607-6.5% |
| Admin fee / account holder | $786 | $5,884-86.6% | $13,954-94.4% | $5,124-84.7% |