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 | $55,701 | $78,422-29.0% | $95,952-41.9% | $79,858-30.3% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 7.72% | 19.37%-11.7pp | 91.61%-83.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $285 | $1,945-85.3% | $2,541-88.8% | $2,471-88.4% |
| Participant deferral / active EE | $1,754 | $3,440-49.0% | $4,167-57.9% | $3,740-53.1% |
| Admin fee / account holder | $7,242 | $5,622+28.8% | $6,795+6.6% | $5,306+36.5% |