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 | $34,125 | $150,440-77.3% | $136,294-75.0% | $147,584-76.9% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 4.65% | 1049.08%-1044.4pp | 5155.94%-5151.3pp | 578.55%-573.9pp |
| Employer contribution / active EE | $644 | $5,256-87.8% | $4,695-86.3% | $4,876-86.8% |
| Participant deferral / active EE | $5,186 | $6,630-21.8% | $6,247-17.0% | $5,439-4.7% |
| Admin fee / account holder | $9,652 | $10,905-11.5% | $9,243+4.4% | $10,885-11.3% |