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 | $118,119 | $114,047+3.6% | $96,139+22.9% | $167,490-29.5% |
| Participation rate | 77.3% | 75.1%+2.2pp | 68.4%+8.8pp | 82.1%-4.8pp |
| Annual return | 7.90% | 189.88%-182.0pp | 191.94%-184.0pp | 478.56%-470.7pp |
| Employer contribution / active EE | $241 | $3,427-93.0% | $2,797-91.4% | $4,837-95.0% |
| Participant deferral / active EE | $2,414 | $5,194-53.5% | $4,349-44.5% | $6,341-61.9% |
| Admin fee / account holder | $4,223 | $6,897-38.8% | $5,537-23.7% | $12,309-65.7% |