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 | $225,818 | $105,181+114.7% | $159,436+41.6% | $85,850+163.0% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 9.57% | 45.07%-35.5pp | 263.57%-254.0pp | 318.53%-309.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,301 | $5,945+56.5% | $7,352+26.5% | $3,952+135.4% |
| Admin fee / account holder | $1,051 | $6,933-84.8% | $10,799-90.3% | $6,260-83.2% |