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 | $40,426 | $104,664-61.4% | $85,682-52.8% | $167,490-75.9% |
| Participation rate | 84.6% | 76.4%+8.2pp | 69.9%+14.8pp | 82.1%+2.5pp |
| Annual return | 7.08% | 21.45%-14.4pp | 21.49%-14.4pp | 478.56%-471.5pp |
| Employer contribution / active EE | $104 | $3,337-96.9% | $2,618-96.0% | $4,837-97.8% |
| Participant deferral / active EE | $2,011 | $4,824-58.3% | $3,923-48.7% | $6,341-68.3% |
| Admin fee / account holder | $1,706 | $10,032-83.0% | $6,873-75.2% | $12,309-86.1% |