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 | $76,412 | $127,065-39.9% | $113,168-32.5% | $142,382-46.3% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 7.65% | 24.03%-16.4pp | 24.27%-16.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $530 | $3,442-84.6% | $2,975-82.2% | $4,299-87.7% |
| Participant deferral / active EE | $2,699 | $5,716-52.8% | $5,107-47.1% | $6,507-58.5% |
| Admin fee / account holder | $3,066 | $15,736-80.5% | $12,068-74.6% | $12,624-75.7% |