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 | $65,755 | $114,381-42.5% | $107,525-38.8% | $142,382-53.8% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 11.34% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $372 | $4,015-90.7% | $3,754-90.1% | $4,299-91.4% |
| Participant deferral / active EE | $1,559 | $5,564-72.0% | $5,116-69.5% | $6,507-76.0% |
| Admin fee / account holder | $732 | $9,860-92.6% | $8,919-91.8% | $12,624-94.2% |