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 | $129,636 | $176,812-26.7% | $146,665-11.6% | $167,490-22.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.77% | 24.03%-19.3pp | 22.74%-18.0pp | 478.56%-473.8pp |
| Employer contribution / active EE | $380 | $5,160-92.6% | $4,136-90.8% | $4,837-92.1% |
| Participant deferral / active EE | $5,020 | $6,440-22.0% | $5,506-8.8% | $6,341-20.8% |
| Admin fee / account holder | $1,557 | $13,259-88.3% | $10,280-84.9% | $12,309-87.4% |