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 | $128,634 | $105,998+21.4% | $92,233+39.5% | $147,584-12.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 9.24% | 50.05%-40.8pp | 176.28%-167.0pp | 578.55%-569.3pp |
| Employer contribution / active EE | $431 | $4,333-90.1% | $3,679-88.3% | $4,876-91.2% |
| Participant deferral / active EE | $2,503 | $4,478-44.1% | $3,897-35.8% | $5,439-54.0% |
| Admin fee / account holder | $2,049 | $6,332-67.6% | $5,194-60.5% | $10,885-81.2% |