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 | $49,577 | $171,865-71.2% | $149,718-66.9% | $147,584-66.4% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 7.75% | 2113.22%-2105.5pp | 1501.63%-1493.9pp | 578.55%-570.8pp |
| Employer contribution / active EE | $581 | $6,275-90.7% | $5,445-89.3% | $4,876-88.1% |
| Participant deferral / active EE | $6,483 | $7,271-10.8% | $6,569-1.3% | $5,439+19.2% |
| Admin fee / account holder | $3,976 | $13,799-71.2% | $11,283-64.8% | $10,885-63.5% |