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 | $154,921 | $138,065+12.2% | $123,544+25.4% | $135,375+14.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -11.53% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $551 | $5,151-89.3% | $4,628-88.1% | $4,779-88.5% |
| Participant deferral / active EE | $5,783 | $6,799-14.9% | $6,426-10.0% | $5,609+3.1% |
| Admin fee / account holder | $2,349 | $10,916-78.5% | $9,284-74.7% | $10,827-78.3% |