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 | $139,433 | $201,272-30.7% | $184,203-24.3% | $145,922-4.4% |
| Participation rate | 78.3% | 87.5%-9.2pp | 86.8%-8.6pp | 80.3%-2.0pp |
| Annual return | 8.31% | 29.00%-20.7pp | 28.81%-20.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $761 | $7,022-89.2% | $6,427-88.2% | $4,660-83.7% |
| Participant deferral / active EE | $6,142 | $9,806-37.4% | $9,131-32.7% | $6,688-8.2% |
| Admin fee / account holder | $7,938 | $16,364-51.5% | $13,901-42.9% | $13,397-40.7% |