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 | $121,402 | $148,534-18.3% | $135,903-10.7% | $139,434-12.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 3.35% | 79.19%-75.8pp | 68.23%-64.9pp | 372.94%-369.6pp |
| Employer contribution / active EE | $284 | $5,243-94.6% | $4,856-94.2% | $4,751-94.0% |
| Participant deferral / active EE | $5,674 | $8,100-30.0% | $7,758-26.9% | $6,710-15.4% |
| Admin fee / account holder | $5,661 | $12,400-54.3% | $10,762-47.4% | $11,403-50.4% |