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 | $72,283 | $87,733-17.6% | $106,548-32.2% | $85,850-15.8% |
| Participation rate | 75.9% | 71.9%+3.9pp | 76.1%-0.3pp | 69.3%+6.5pp |
| Annual return | 11.03% | 21.86%-10.8pp | 26.80%-15.8pp | 318.53%-307.5pp |
| Employer contribution / active EE | $402 | $2,073-80.6% | $2,819-85.7% | $2,565-84.3% |
| Participant deferral / active EE | $4,915 | $3,469+41.7% | $4,398+11.7% | $3,952+24.4% |
| Admin fee / account holder | $5,455 | $6,767-19.4% | $7,407-26.4% | $6,260-12.9% |