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 | $38,274 | $111,535-65.7% | $105,223-63.6% | $137,256-72.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.72% | 237.85%-231.1pp | 180.65%-173.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $548 | $3,939-86.1% | $3,689-85.1% | $4,156-86.8% |
| Participant deferral / active EE | $2,303 | $5,500-58.1% | $5,072-54.6% | $6,407-64.1% |
| Admin fee / account holder | $9,161 | $9,721-5.8% | $8,859+3.4% | $12,270-25.3% |