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 | $78,585 | $198,466-60.4% | $170,442-53.9% | $147,584-46.8% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 7.53% | 257.29%-249.8pp | 205.93%-198.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,284 | $6,184-79.2% | $5,433-76.4% | $4,876-73.7% |
| Participant deferral / active EE | $4,063 | $5,629-27.8% | $4,939-17.7% | $5,439-25.3% |
| Admin fee / account holder | $3,042 | $16,852-81.9% | $13,880-78.1% | $10,885-72.0% |