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 | $27,262 | $77,503-64.8% | $100,391-72.8% | $80,856-66.3% |
| Participation rate | 90.2% | 76.9%+13.3pp | 81.5%+8.7pp | 67.6%+22.6pp |
| Annual return | 10.02% | 37.20%-27.2pp | 49.20%-39.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,230 | $6,820-52.6% | $8,082-60.0% | $4,296-24.8% |
| Admin fee / account holder | $1,008 | $5,897-82.9% | $7,899-87.2% | $6,918-85.4% |