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 | $150,989 | $152,460-1.0% | $118,746+27.2% | $147,584+2.3% |
| Participation rate | 70.6% | 82.3%-11.7pp | 78.3%-7.7pp | 82.8%-12.2pp |
| Annual return | 6.83% | 17.41%-10.6pp | 24.54%-17.7pp | 578.55%-571.7pp |
| Employer contribution / active EE | $1,052 | $5,046-79.2% | $4,193-74.9% | $4,876-78.4% |
| Participant deferral / active EE | $3,572 | $6,212-42.5% | $5,332-33.0% | $5,439-34.3% |
| Admin fee / account holder | $1,525 | $16,953-91.0% | $10,720-85.8% | $10,885-86.0% |