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 | $68,909 | $89,355-22.9% | $141,162-51.2% | $72,985-5.6% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 16.89% | 111.85%-95.0pp | 71.39%-54.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $323 | $3,114-89.6% | $4,735-93.2% | $2,440-86.8% |
| Participant deferral / active EE | $9,653 | $5,418+78.2% | $6,709+43.9% | $3,607+167.6% |
| Admin fee / account holder | $4,743 | $5,958-20.4% | $10,261-53.8% | $5,124-7.4% |