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 | $44,959 | $100,041-55.1% | $149,718-70.0% | $70,131-35.9% |
| Participation rate | 76.7% | 83.6%-6.9pp | 87.1%-10.4pp | 69.5%+7.1pp |
| Annual return | 10.02% | 27.43%-17.4pp | 1501.63%-1491.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $940 | $3,662-74.3% | $5,445-82.7% | $2,342-59.9% |
| Participant deferral / active EE | $2,945 | $4,983-40.9% | $6,569-55.2% | $3,332-11.6% |
| Admin fee / account holder | $866 | $8,286-89.5% | $11,283-92.3% | $4,645-81.4% |