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 5-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 | $126,561 | $209,336-39.5% | $197,124-35.8% | $137,256-7.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.71% | 48.09%-41.4pp | 44.34%-37.6pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,222 | $6,591-81.5% | $6,227-80.4% | $4,156-70.6% |
| Participant deferral / active EE | $23,750 | $9,614+147.0% | $9,135+160.0% | $6,407+270.7% |
| Admin fee / account holder | $9,831 | $17,308-43.2% | $16,298-39.7% | $12,270-19.9% |