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 | $148,161 | $111,754+32.6% | $103,333+43.4% | $145,922+1.5% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 7.13% | 24.77%-17.6pp | 24.88%-17.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $671 | $4,212-84.1% | $3,868-82.6% | $4,660-85.6% |
| Participant deferral / active EE | $5,694 | $5,619+1.3% | $5,057+12.6% | $6,688-14.9% |
| Admin fee / account holder | $1,570 | $9,750-83.9% | $8,355-81.2% | $13,397-88.3% |