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 5-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 | $44,668 | $183,519-75.7% | $155,509-71.3% | $145,922-69.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 7.86% | 61.17%-53.3pp | 64.67%-56.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $429 | $5,313-91.9% | $4,672-90.8% | $4,660-90.8% |
| Participant deferral / active EE | $13,497 | $6,462+108.9% | $5,626+139.9% | $6,688+101.8% |
| Admin fee / account holder | $377 | $19,313-98.0% | $15,912-97.6% | $13,397-97.2% |