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 | $35,861 | $114,381-68.6% | $107,525-66.6% | $142,382-74.8% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 7.42% | 242.71%-235.3pp | 181.32%-173.9pp | 217.08%-209.7pp |
| Employer contribution / active EE | $612 | $4,015-84.8% | $3,754-83.7% | $4,299-85.8% |
| Participant deferral / active EE | $2,074 | $5,564-62.7% | $5,116-59.5% | $6,507-68.1% |
| Admin fee / account holder | $5,129 | $9,860-48.0% | $8,919-42.5% | $12,624-59.4% |