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 | $139,077 | $176,056-21.0% | $159,436-12.8% | $167,490-17.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 5.76% | 331.75%-326.0pp | 263.57%-257.8pp | 478.56%-472.8pp |
| Employer contribution / active EE | $663 | $5,297-87.5% | $4,829-86.3% | $4,837-86.3% |
| Participant deferral / active EE | $5,146 | $7,750-33.6% | $7,352-30.0% | $6,341-18.9% |
| Admin fee / account holder | $16,638 | $12,554+32.5% | $10,799+54.1% | $12,309+35.2% |