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 5-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 | $48,357 | $102,604-52.9% | $86,188-43.9% | $139,434-65.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 6.85% | 1922.51%-1915.7pp | 1168.45%-1161.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $462 | $3,032-84.8% | $2,380-80.6% | $4,751-90.3% |
| Participant deferral / active EE | $13,162 | $4,676+181.5% | $3,985+230.3% | $6,710+96.2% |
| Admin fee / account holder | $4,474 | $8,657-48.3% | $6,852-34.7% | $11,403-60.8% |