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 | $57,954 | $81,460-28.9% | $103,333-43.9% | $80,856-28.3% |
| Participation rate | 85.3% | 66.8%+18.5pp | 74.5%+10.8pp | 67.6%+17.7pp |
| Annual return | 9.24% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,572 | $3,869+95.7% | $5,057+49.7% | $4,296+76.3% |
| Admin fee / account holder | $2,075 | $6,566-68.4% | $8,355-75.2% | $6,918-70.0% |