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 8-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 | $40,292 | $175,202-77.0% | $149,673-73.1% | $139,434-71.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 10.37% | 166.71%-156.3pp | 134.42%-124.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $868 | $5,474-84.1% | $4,818-82.0% | $4,751-81.7% |
| Participant deferral / active EE | $6,445 | $6,519-1.1% | $5,680+13.5% | $6,710-3.9% |
| Admin fee / account holder | $3,774 | $16,150-76.6% | $13,210-71.4% | $11,403-66.9% |