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 | $210,062 | $157,256+33.6% | $141,162+48.8% | $152,861+37.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.95% | 64.32%-53.4pp | 71.39%-60.4pp | 345.32%-334.4pp |
| Employer contribution / active EE | $743 | $5,261-85.9% | $4,735-84.3% | $4,762-84.4% |
| Participant deferral / active EE | $11,037 | $7,109+55.3% | $6,709+64.5% | $5,850+88.7% |
| Admin fee / account holder | $332 | $12,120-97.3% | $10,261-96.8% | $11,596-97.1% |