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 | $42,072 | $89,753-53.1% | $107,525-60.9% | $84,808-50.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.14% | 29.48%-18.3pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $584 | $3,113-81.2% | $3,754-84.4% | $2,631-77.8% |
| Participant deferral / active EE | $2,645 | $4,056-34.8% | $5,116-48.3% | $4,212-37.2% |
| Admin fee / account holder | $10,761 | $7,222+49.0% | $8,919+20.7% | $7,344+46.5% |