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 | $38,666 | $90,348-57.2% | $75,972-49.1% | $145,922-73.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 6.64% | 620.88%-614.2pp | 359.55%-352.9pp | 561.29%-554.6pp |
| Employer contribution / active EE | $515 | $3,311-84.4% | $2,685-80.8% | $4,660-88.9% |
| Participant deferral / active EE | $3,781 | $5,162-26.7% | $4,255-11.1% | $6,688-43.5% |
| Admin fee / account holder | $728 | $8,467-91.4% | $6,467-88.7% | $13,397-94.6% |