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 9-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 | $51,925 | $159,901-67.5% | $146,958-64.7% | $145,922-64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.21% | 98.13%-89.9pp | 418.34%-410.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $578 | $5,286-89.1% | $4,933-88.3% | $4,660-87.6% |
| Participant deferral / active EE | $5,500 | $8,428-34.7% | $8,070-31.8% | $6,688-17.8% |
| Admin fee / account holder | $999 | $15,044-93.4% | $12,998-92.3% | $13,397-92.5% |