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 | $119,759 | $89,753+33.4% | $107,525+11.4% | $84,808+41.2% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 7.56% | 29.48%-21.9pp | 181.32%-173.8pp | 40.90%-33.3pp |
| Employer contribution / active EE | $12 | $3,113-99.6% | $3,754-99.7% | $2,631-99.5% |
| Participant deferral / active EE | $3,692 | $4,056-9.0% | $5,116-27.8% | $4,212-12.3% |
| Admin fee / account holder | $2,833 | $7,222-60.8% | $8,919-68.2% | $7,344-61.4% |