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 | $68,936 | $100,041-31.1% | $149,718-54.0% | $70,131-1.7% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.1%+0.4pp | 69.5%+18.0pp |
| Annual return | 6.48% | 27.43%-21.0pp | 1501.63%-1495.2pp | 73.14%-66.7pp |
| Employer contribution / active EE | $1,075 | $3,662-70.7% | $5,445-80.3% | $2,342-54.1% |
| Participant deferral / active EE | $2,786 | $4,983-44.1% | $6,569-57.6% | $3,332-16.4% |
| Admin fee / account holder | $783 | $8,286-90.6% | $11,283-93.1% | $4,645-83.2% |