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 9-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 | $75,705 | $175,202-56.8% | $149,673-49.4% | $139,434-45.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 9.25% | 166.71%-157.5pp | 134.42%-125.2pp | 372.94%-363.7pp |
| Employer contribution / active EE | $628 | $5,474-88.5% | $4,818-87.0% | $4,751-86.8% |
| Participant deferral / active EE | $2,326 | $6,519-64.3% | $5,680-59.1% | $6,710-65.3% |
| Admin fee / account holder | $2,951 | $16,150-81.7% | $13,210-77.7% | $11,403-74.1% |