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 9-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 | $158,378 | $181,894-12.9% | $156,549+1.2% | $273,961-42.2% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | -4.97% | 30.74%-35.7pp | 32.23%-37.2pp | 41.45%-46.4pp |
| Employer contribution / active EE | $863 | $6,248-86.2% | $5,501-84.3% | $4,869-82.3% |
| Participant deferral / active EE | $8,361 | $5,550+50.6% | $4,871+71.6% | $5,287+58.1% |
| Admin fee / account holder | $22,269 | $15,559+43.1% | $13,027+70.9% | $10,132+119.8% |