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 | $106,947 | $114,381-6.5% | $107,525-0.5% | $142,382-24.9% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 5.26% | 242.71%-237.4pp | 181.32%-176.1pp | 217.08%-211.8pp |
| Employer contribution / active EE | $584 | $4,015-85.4% | $3,754-84.4% | $4,299-86.4% |
| Participant deferral / active EE | $6,307 | $5,564+13.4% | $5,116+23.3% | $6,507-3.1% |
| Admin fee / account holder | $3,245 | $9,860-67.1% | $8,919-63.6% | $12,624-74.3% |