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 | $84,432 | $73,933+14.2% | $96,683-12.7% | $75,163+12.3% |
| Participation rate | 80.8% | 66.4%+14.3pp | 74.3%+6.4pp | 67.2%+13.6pp |
| Annual return | -7.12% | 26.70%-33.8pp | 35.69%-42.8pp | 160.62%-167.7pp |
| Employer contribution / active EE | $515 | $2,928-82.4% | $3,737-86.2% | $2,670-80.7% |
| Participant deferral / active EE | $3,890 | $3,659+6.3% | $4,878-20.2% | $4,125-5.7% |
| Admin fee / account holder | $16,259 | $5,216+211.7% | $6,730+141.6% | $5,651+187.7% |