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 | $62,764 | $202,318-69.0% | $172,739-63.7% | $152,861-58.9% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 3.16% | 1029.65%-1026.5pp | 802.84%-799.7pp | 345.32%-342.2pp |
| Employer contribution / active EE | $901 | $5,856-84.6% | $5,143-82.5% | $4,762-81.1% |
| Participant deferral / active EE | $3,508 | $5,948-41.0% | $5,198-32.5% | $5,850-40.0% |
| Admin fee / account holder | $1,375 | $17,109-92.0% | $13,954-90.1% | $11,596-88.1% |