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 | $135,331 | $111,535+21.3% | $105,223+28.6% | $137,256-1.4% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 8.87% | 237.85%-229.0pp | 180.65%-171.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $515 | $3,939-86.9% | $3,689-86.0% | $4,156-87.6% |
| Participant deferral / active EE | $4,894 | $5,500-11.0% | $5,072-3.5% | $6,407-23.6% |
| Admin fee / account holder | $4,439 | $9,721-54.3% | $8,859-49.9% | $12,270-63.8% |