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 | $108,803 | $127,065-14.4% | $113,168-3.9% | $142,382-23.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 3.88% | 24.03%-20.1pp | 24.27%-20.4pp | 217.08%-213.2pp |
| Employer contribution / active EE | $360 | $3,442-89.6% | $2,975-87.9% | $4,299-91.6% |
| Participant deferral / active EE | $2,750 | $5,716-51.9% | $5,107-46.2% | $6,507-57.7% |
| Admin fee / account holder | $1,319 | $15,736-91.6% | $12,068-89.1% | $12,624-89.6% |