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 | $196,385 | $217,402-9.7% | $185,823+5.7% | $167,490+17.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.35% | 148.36%-143.0pp | 122.05%-116.7pp | 478.56%-473.2pp |
| Employer contribution / active EE | $863 | $5,873-85.3% | $5,167-83.3% | $4,837-82.2% |
| Participant deferral / active EE | $10,651 | $6,356+67.6% | $5,568+91.3% | $6,341+68.0% |
| Admin fee / account holder | $990 | $19,811-95.0% | $16,237-93.9% | $12,309-92.0% |