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 | $93,243 | $150,440-38.0% | $136,294-31.6% | $147,584-36.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.15% | 1049.08%-1041.9pp | 5155.94%-5148.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $734 | $5,256-86.0% | $4,695-84.4% | $4,876-84.9% |
| Participant deferral / active EE | $3,100 | $6,630-53.2% | $6,247-50.4% | $5,439-43.0% |
| Admin fee / account holder | $1,930 | $10,905-82.3% | $9,243-79.1% | $10,885-82.3% |