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 | $179,459 | $133,958+34.0% | $112,228+59.9% | $134,475+33.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.79% | 47.11%-67.9pp | 27.45%-48.2pp | 417.96%-438.8pp |
| Employer contribution / active EE | $788 | $4,038-80.5% | $3,635-78.3% | $4,740-83.4% |
| Participant deferral / active EE | $7,450 | $5,291+40.8% | $4,728+57.6% | $6,400+16.4% |
| Admin fee / account holder | $20,689 | $7,489+176.3% | $6,410+222.8% | $11,426+81.1% |