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 | $140,102 | $105,181+33.2% | $159,436-12.1% | $85,850+63.2% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.8%-5.9pp | 69.3%+7.6pp |
| Annual return | 7.55% | 45.07%-37.5pp | 263.57%-256.0pp | 318.53%-311.0pp |
| Employer contribution / active EE | $288 | $3,318-91.3% | $4,829-94.0% | $2,565-88.8% |
| Participant deferral / active EE | $7,974 | $5,945+34.1% | $7,352+8.5% | $3,952+101.8% |
| Admin fee / account holder | $16,986 | $6,933+145.0% | $10,799+57.3% | $6,260+171.4% |