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 | $77,910 | $154,228-49.5% | $145,433-46.4% | $137,256-43.2% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 11.03% | 74.59%-63.6pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $242 | $4,804-95.0% | $4,554-94.7% | $4,156-94.2% |
| Participant deferral / active EE | $6,327 | $8,216-23.0% | $7,897-19.9% | $6,407-1.2% |
| Admin fee / account holder | $5,291 | $14,344-63.1% | $13,129-59.7% | $12,270-56.9% |