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 | $109,001 | $209,832-48.1% | $189,513-42.5% | $167,490-34.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.63% | 748.27%-743.6pp | 555.15%-550.5pp | 478.56%-473.9pp |
| Employer contribution / active EE | $960 | $6,914-86.1% | $6,162-84.4% | $4,837-80.2% |
| Participant deferral / active EE | $6,559 | $8,935-26.6% | $8,221-20.2% | $6,341+3.4% |
| Admin fee / account holder | $9,581 | $14,293-33.0% | $12,045-20.5% | $12,309-22.2% |