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 | $75,127 | $165,335-54.6% | $149,696-49.8% | $158,922-52.7% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 7.68% | 348.15%-340.5pp | 276.60%-268.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $888 | $5,103-82.6% | $4,644-80.9% | $4,761-81.4% |
| Participant deferral / active EE | $10,733 | $7,181+49.5% | $6,842+56.9% | $5,982+79.4% |
| Admin fee / account holder | $2,907 | $10,807-73.1% | $9,309-68.8% | $11,246-74.2% |