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 | $116,223 | $201,272-42.3% | $184,203-36.9% | $145,922-20.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 8.01% | 29.00%-21.0pp | 28.81%-20.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,364 | $7,022-80.6% | $6,427-78.8% | $4,660-70.7% |
| Participant deferral / active EE | $14,730 | $9,806+50.2% | $9,131+61.3% | $6,688+120.3% |
| Admin fee / account holder | $2,312 | $16,364-85.9% | $13,901-83.4% | $13,397-82.7% |