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 | $42,095 | $159,934-73.7% | $147,005-71.4% | $145,959-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.57% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $502 | $5,287-90.5% | $4,934-89.8% | $4,661-89.2% |
| Participant deferral / active EE | $3,943 | $8,427-53.2% | $8,070-51.1% | $6,689-41.1% |
| Admin fee / account holder | $313 | $15,053-97.9% | $13,006-97.6% | $13,398-97.7% |