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 6-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 | $21,598 | $183,592-88.2% | $155,567-86.1% | $145,959-85.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 8.01% | 61.24%-53.2pp | 64.74%-56.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $659 | $5,315-87.6% | $4,674-85.9% | $4,661-85.9% |
| Participant deferral / active EE | $3,000 | $6,464-53.6% | $5,628-46.7% | $6,689-55.1% |
| Admin fee / account holder | $1,048 | $19,318-94.6% | $15,916-93.4% | $13,398-92.2% |