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 | $17,083 | $84,233-79.7% | $170,442-90.0% | $70,131-75.6% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 11.89% | 23.06%-11.2pp | 205.93%-194.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $271 | $3,387-92.0% | $5,433-95.0% | $2,342-88.4% |
| Participant deferral / active EE | $1,526 | $3,086-50.6% | $4,939-69.1% | $3,332-54.2% |
| Admin fee / account holder | $754 | $5,698-86.8% | $13,880-94.6% | $4,645-83.8% |