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 | $68,773 | $96,484-28.7% | $75,886-9.4% | $152,861-55.0% |
| Participation rate | 77.8% | 76.2%+1.6pp | 69.3%+8.5pp | 82.4%-4.7pp |
| Annual return | 1.42% | 33.98%-32.6pp | 30.76%-29.3pp | 345.32%-343.9pp |
| Employer contribution / active EE | $389 | $3,309-88.3% | $2,500-84.4% | $4,762-91.8% |
| Participant deferral / active EE | $3,395 | $4,553-25.4% | $3,603-5.8% | $5,850-42.0% |
| Admin fee / account holder | $2,809 | $8,078-65.2% | $5,418-48.2% | $11,596-75.8% |