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 5-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 | $15,615 | $111,754-86.0% | $103,333-84.9% | $145,922-89.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 4.61% | 24.77%-20.2pp | 24.88%-20.3pp | 561.29%-556.7pp |
| Employer contribution / active EE | $597 | $4,212-85.8% | $3,868-84.6% | $4,660-87.2% |
| Participant deferral / active EE | $6,097 | $5,619+8.5% | $5,057+20.5% | $6,688-8.8% |
| Admin fee / account holder | $805 | $9,750-91.7% | $8,355-90.4% | $13,397-94.0% |