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 | $65,523 | $53,127+23.3% | $86,590-24.3% | $70,131-6.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.95% | 27.66%-16.7pp | 964.84%-953.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $49 | $2,068-97.6% | $2,839-98.3% | $2,342-97.9% |
| Participant deferral / active EE | $1,740 | $2,696-35.5% | $3,609-51.8% | $3,332-47.8% |
| Admin fee / account holder | $3,141 | $3,585-12.4% | $4,906-36.0% | $4,645-32.4% |