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 | $148,978-61.1% | $200,582-71.1% | $84,808-31.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 9.39% | 28.16%-18.8pp | 42.33%-32.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,311 | $4,815-72.8% | $6,419-79.6% | $2,631-50.2% |
| Participant deferral / active EE | $4,146 | $7,142-42.0% | $9,331-55.6% | $4,212-1.6% |
| Admin fee / account holder | $7,878 | $13,977-43.6% | $16,305-51.7% | $7,344+7.3% |