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 | $76,028 | $198,466-61.7% | $170,442-55.4% | $147,584-48.5% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 8.54% | 257.29%-248.8pp | 205.93%-197.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $1,098 | $6,184-82.2% | $5,433-79.8% | $4,876-77.5% |
| Participant deferral / active EE | $2,425 | $5,629-56.9% | $4,939-50.9% | $5,439-55.4% |
| Admin fee / account holder | $2,401 | $16,852-85.8% | $13,880-82.7% | $10,885-77.9% |