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 | $157,573 | $180,449-12.7% | $154,107+2.2% | $135,375+16.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.84% | 888.09%-896.9pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $845 | $6,035-86.0% | $5,298-84.1% | $4,779-82.3% |
| Participant deferral / active EE | $10,060 | $5,806+73.3% | $5,081+98.0% | $5,609+79.4% |
| Admin fee / account holder | $2,649 | $16,143-83.6% | $13,411-80.2% | $10,827-75.5% |