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 | $24,308 | $77,634-68.7% | $156,549-84.5% | $62,891-61.3% |
| Participation rate | 71.6% | 71.2%+0.4pp | 84.0%-12.4pp | 69.3%+2.3pp |
| Annual return | 3.93% | 50.32%-46.4pp | 32.23%-28.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,183 | $3,045-61.2% | $4,871-75.7% | $3,203-63.1% |
| Admin fee / account holder | $959 | $5,561-82.8% | $13,027-92.6% | $4,296-77.7% |