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 | $38,624 | $93,571-58.7% | $135,903-71.6% | $75,163-48.6% |
| Participation rate | 84.2% | 75.2%+9.0pp | 81.9%+2.3pp | 67.2%+17.0pp |
| Annual return | 13.97% | 30.90%-16.9pp | 68.23%-54.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $702 | $3,537-80.2% | $4,856-85.5% | $2,670-73.7% |
| Participant deferral / active EE | $3,728 | $6,404-41.8% | $7,758-51.9% | $4,125-9.6% |
| Admin fee / account holder | $2,992 | $6,975-57.1% | $10,762-72.2% | $5,651-47.1% |