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 | $143,810 | $98,750+45.6% | $149,696-3.9% | $79,858+80.1% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 8.63% | 27.43%-18.8pp | 276.60%-268.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $298 | $3,216-90.7% | $4,644-93.6% | $2,471-88.0% |
| Participant deferral / active EE | $7,572 | $5,680+33.3% | $6,842+10.7% | $3,740+102.5% |
| Admin fee / account holder | $1,299 | $6,053-78.5% | $9,309-86.0% | $5,306-75.5% |