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 | $191,033 | $148,534+28.6% | $135,903+40.6% | $139,434+37.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 10.82% | 79.19%-68.4pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $660 | $5,243-87.4% | $4,856-86.4% | $4,751-86.1% |
| Participant deferral / active EE | $18,750 | $8,100+131.5% | $7,758+141.7% | $6,710+179.4% |
| Admin fee / account holder | $5,812 | $12,400-53.1% | $10,762-46.0% | $11,403-49.0% |