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 | $93,557 | $86,286+8.4% | $111,297-15.9% | $85,850+9.0% |
| Participation rate | 78.1% | 73.3%+4.8pp | 77.3%+0.8pp | 69.3%+8.8pp |
| Annual return | 10.86% | 19.99%-9.1pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $400 | $2,043-80.4% | $2,731-85.3% | $2,565-84.4% |
| Participant deferral / active EE | $4,792 | $3,641+31.6% | $4,487+6.8% | $3,952+21.3% |
| Admin fee / account holder | $8,847 | $8,188+8.0% | $7,964+11.1% | $6,260+41.3% |