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 | $23,211 | $157,256-85.2% | $141,162-83.6% | $152,861-84.8% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.4%-11.9pp |
| Annual return | 1.44% | 64.32%-62.9pp | 71.39%-70.0pp | 345.32%-343.9pp |
| Employer contribution / active EE | $884 | $5,261-83.2% | $4,735-81.3% | $4,762-81.4% |
| Participant deferral / active EE | $2,892 | $7,109-59.3% | $6,709-56.9% | $5,850-50.6% |
| Admin fee / account holder | $512 | $12,120-95.8% | $10,261-95.0% | $11,596-95.6% |