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 | $176,874 | $114,381+54.6% | $107,525+64.5% | $142,382+24.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 4.90% | 242.71%-237.8pp | 181.32%-176.4pp | 217.08%-212.2pp |
| Employer contribution / active EE | $746 | $4,015-81.4% | $3,754-80.1% | $4,299-82.7% |
| Participant deferral / active EE | $5,968 | $5,564+7.3% | $5,116+16.7% | $6,507-8.3% |
| Admin fee / account holder | $2,667 | $9,860-73.0% | $8,919-70.1% | $12,624-78.9% |