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 | $209,575 | $148,534+41.1% | $135,903+54.2% | $139,434+50.3% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 6.63% | 79.19%-72.6pp | 68.23%-61.6pp | 372.94%-366.3pp |
| Employer contribution / active EE | $494 | $5,243-90.6% | $4,856-89.8% | $4,751-89.6% |
| Participant deferral / active EE | $6,655 | $8,100-17.8% | $7,758-14.2% | $6,710-0.8% |
| Admin fee / account holder | $3,051 | $12,400-75.4% | $10,762-71.6% | $11,403-73.2% |