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 9-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 | $87,600 | $214,378-59.1% | $200,582-56.3% | $142,382-38.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.15% | 46.41%-38.3pp | 42.33%-34.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $281 | $6,841-95.9% | $6,419-95.6% | $4,299-93.5% |
| Participant deferral / active EE | $23,010 | $9,865+133.3% | $9,331+146.6% | $6,507+253.6% |
| Admin fee / account holder | $2,583 | $17,692-85.4% | $16,305-84.2% | $12,624-79.5% |