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 | $61,978 | $91,190-32.0% | $178,490-65.3% | $79,858-22.4% |
| Participation rate | 75.8% | 69.2%+6.6pp | 81.9%-6.2pp | 69.6%+6.1pp |
| Annual return | 7.12% | 24.19%-17.1pp | 151.07%-143.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,288 | $3,236+32.5% | $5,202-17.6% | $3,740+14.7% |
| Admin fee / account holder | $27,399 | $6,751+305.8% | $13,984+95.9% | $5,306+416.3% |