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 | $63,726 | $202,318-68.5% | $172,739-63.1% | $152,861-58.3% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.4%-10.2pp |
| Annual return | 2.33% | 1029.65%-1027.3pp | 802.84%-800.5pp | 345.32%-343.0pp |
| Employer contribution / active EE | $753 | $5,856-87.1% | $5,143-85.4% | $4,762-84.2% |
| Participant deferral / active EE | $4,409 | $5,948-25.9% | $5,198-15.2% | $5,850-24.6% |
| Admin fee / account holder | $4,677 | $17,109-72.7% | $13,954-66.5% | $11,596-59.7% |