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 | $106,602 | $183,519-41.9% | $155,509-31.4% | $145,922-26.9% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 7.45% | 61.17%-53.7pp | 64.67%-57.2pp | 561.29%-553.8pp |
| Employer contribution / active EE | $873 | $5,313-83.6% | $4,672-81.3% | $4,660-81.3% |
| Participant deferral / active EE | $5,633 | $6,462-12.8% | $5,626+0.1% | $6,688-15.8% |
| Admin fee / account holder | $2,183 | $19,313-88.7% | $15,912-86.3% | $13,397-83.7% |