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 | $106,762 | $116,175-8.1% | $93,606+14.1% | $152,861-30.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.37% | 35.96%-35.6pp | 32.76%-32.4pp | 345.32%-344.9pp |
| Employer contribution / active EE | $527 | $3,218-83.6% | $2,718-80.6% | $4,762-88.9% |
| Participant deferral / active EE | $5,029 | $4,603+9.2% | $4,069+23.6% | $5,850-14.0% |
| Admin fee / account holder | $661 | $10,748-93.9% | $7,888-91.6% | $11,596-94.3% |