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 | $76,603 | $209,411-63.4% | $178,490-57.1% | $158,922-51.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 5.75% | 188.75%-183.0pp | 151.07%-145.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $951 | $5,706-83.3% | $5,011-81.0% | $4,761-80.0% |
| Participant deferral / active EE | $5,067 | $5,954-14.9% | $5,202-2.6% | $5,982-15.3% |
| Admin fee / account holder | $8,223 | $17,074-51.8% | $13,984-41.2% | $11,246-26.9% |