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 | $144,452 | $24,730+484.1% | $66,042+118.7% | $84,808+70.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 8.92% | 79.55%-70.6pp | 52.11%-43.2pp | 40.90%-32.0pp |
| Employer contribution / active EE | $79 | $857-90.8% | $1,579-95.0% | $2,631-97.0% |
| Participant deferral / active EE | $6,944 | $1,737+299.8% | $2,835+144.9% | $4,212+64.9% |
| Admin fee / account holder | $17,026 | $3,014+464.9% | $5,747+196.3% | $7,344+131.8% |