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 | $77,665 | $95,803-18.9% | $113,168-31.4% | $84,808-8.4% |
| Participation rate | 81.5% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.2pp |
| Annual return | 11.53% | 25.00%-13.5pp | 24.27%-12.7pp | 40.90%-29.4pp |
| Employer contribution / active EE | $555 | $2,360-76.5% | $2,975-81.3% | $2,631-78.9% |
| Participant deferral / active EE | $4,048 | $4,242-4.6% | $5,107-20.7% | $4,212-3.9% |
| Admin fee / account holder | $6,679 | $8,989-25.7% | $12,068-44.7% | $7,344-9.0% |