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 | $89,270 | $217,402-58.9% | $185,823-52.0% | $167,490-46.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.56% | 148.36%-146.8pp | 122.05%-120.5pp | 478.56%-477.0pp |
| Employer contribution / active EE | -$7,860 | $5,873-233.8% | $5,167-252.1% | $4,837-262.5% |
| Participant deferral / active EE | $36,000 | $6,356+466.4% | $5,568+546.6% | $6,341+467.7% |
| Admin fee / account holder | $2,048 | $19,811-89.7% | $16,237-87.4% | $12,309-83.4% |