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 | $70,088 | $105,181-33.4% | $159,436-56.0% | $85,850-18.4% |
| Participation rate | 77.1% | 75.8%+1.4pp | 82.8%-5.7pp | 69.3%+7.8pp |
| Annual return | 12.13% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $394 | $3,318-88.1% | $4,829-91.9% | $2,565-84.7% |
| Participant deferral / active EE | $2,898 | $5,945-51.3% | $7,352-60.6% | $3,952-26.7% |
| Admin fee / account holder | $762 | $6,933-89.0% | $10,799-92.9% | $6,260-87.8% |