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 | $49,610 | $86,929-42.9% | $102,423-51.6% | $80,856-38.6% |
| Participation rate | 83.5% | 72.4%+11.2pp | 76.5%+7.0pp | 67.6%+15.9pp |
| Annual return | 9.60% | 18.88%-9.3pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $471 | $2,369-80.1% | $3,023-84.4% | $2,755-82.9% |
| Participant deferral / active EE | $1,952 | $4,118-52.6% | $5,053-61.4% | $4,296-54.6% |
| Admin fee / account holder | $2,443 | $8,049-69.6% | $9,451-74.2% | $6,918-64.7% |