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 | $155,813 | $109,881+41.8% | $150,045+3.8% | $84,808+83.7% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 11.46% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $170 | $3,561-95.2% | $4,693-96.4% | $2,631-93.6% |
| Participant deferral / active EE | $7,120 | $6,636+7.3% | $7,997-11.0% | $4,212+69.1% |
| Admin fee / account holder | $8,307 | $8,568-3.0% | $13,435-38.2% | $7,344+13.1% |