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 | $41,272 | $67,606-39.0% | $82,313-49.9% | $70,131-41.2% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 8.55% | 21.57%-13.0pp | 25.88%-17.3pp | 73.14%-64.6pp |
| Employer contribution / active EE | $210 | $1,755-88.0% | $2,428-91.4% | $2,342-91.0% |
| Participant deferral / active EE | $1,868 | $2,987-37.5% | $3,706-49.6% | $3,332-43.9% |
| Admin fee / account holder | $1,517 | $4,512-66.4% | $5,608-72.9% | $4,645-67.3% |