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 | $213,351 | $209,411+1.9% | $178,490+19.5% | $158,922+34.2% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 5.25% | 188.75%-183.5pp | 151.07%-145.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $617 | $5,706-89.2% | $5,011-87.7% | $4,761-87.1% |
| Participant deferral / active EE | $9,099 | $5,954+52.8% | $5,202+74.9% | $5,982+52.1% |
| Admin fee / account holder | $4,372 | $17,074-74.4% | $13,984-68.7% | $11,246-61.1% |