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 | $192,687 | $103,376+86.4% | $87,100+121.2% | $152,861+26.1% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 9.63% | 28.10%-18.5pp | 28.19%-18.6pp | 345.32%-335.7pp |
| Employer contribution / active EE | $163 | $3,220-94.9% | $2,521-93.5% | $4,762-96.6% |
| Participant deferral / active EE | $8,904 | $4,778+86.4% | $4,049+119.9% | $5,850+52.2% |
| Admin fee / account holder | $840 | $12,205-93.1% | $7,497-88.8% | $11,596-92.8% |