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 | $142,544 | $72,277+97.2% | $101,248+40.8% | $79,858+78.5% |
| Participation rate | 97.8% | 68.5%+29.3pp | 75.8%+22.0pp | 69.6%+28.1pp |
| Annual return | 10.43% | 22.30%-11.9pp | 46.47%-36.0pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,583 | $3,282+100.6% | $4,370+50.6% | $3,740+76.0% |
| Admin fee / account holder | $7,632 | $4,400+73.4% | $5,945+28.4% | $5,306+43.8% |