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 | $134,004 | $106,515+25.8% | $96,683+38.6% | $139,434-3.9% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 10.46% | 38.43%-28.0pp | 35.69%-25.2pp | 372.94%-362.5pp |
| Employer contribution / active EE | $506 | $4,103-87.7% | $3,737-86.5% | $4,751-89.4% |
| Participant deferral / active EE | $5,370 | $5,454-1.5% | $4,878+10.1% | $6,710-20.0% |
| Admin fee / account holder | $2,654 | $7,877-66.3% | $6,730-60.6% | $11,403-76.7% |