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 | $38,864 | $88,751-56.2% | $81,812-52.5% | $145,922-73.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 8.85% | 1025.40%-1016.6pp | 773.79%-764.9pp | 561.29%-552.4pp |
| Employer contribution / active EE | $185 | $3,083-94.0% | $2,912-93.7% | $4,660-96.0% |
| Participant deferral / active EE | $3,535 | $4,643-23.9% | $4,319-18.2% | $6,688-47.1% |
| Admin fee / account holder | $3,370 | $8,415-60.0% | $7,386-54.4% | $13,397-74.8% |