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 | $224,743 | $95,266+135.9% | $82,389+172.8% | $142,382+57.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.13% | 25.74%-16.6pp | 28.67%-19.5pp | 217.08%-207.9pp |
| Employer contribution / active EE | $474 | $2,991-84.2% | $2,517-81.2% | $4,299-89.0% |
| Participant deferral / active EE | $6,940 | $4,809+44.3% | $4,155+67.0% | $6,507+6.6% |
| Admin fee / account holder | $15,580 | $8,563+81.9% | $7,231+115.5% | $12,624+23.4% |