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 | $194,136 | $157,256+23.5% | $141,162+37.5% | $152,861+27.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.24% | 64.32%-59.1pp | 71.39%-66.2pp | 345.32%-340.1pp |
| Employer contribution / active EE | $902 | $5,261-82.9% | $4,735-81.0% | $4,762-81.1% |
| Participant deferral / active EE | $10,484 | $7,109+47.5% | $6,709+56.3% | $5,850+79.2% |
| Admin fee / account holder | $20,281 | $12,120+67.3% | $10,261+97.6% | $11,596+74.9% |