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 | $41,642 | $61,272-32.0% | $149,673-72.2% | $71,457-41.7% |
| Participation rate | 87.0% | 62.5%+24.5pp | 78.8%+8.2pp | 67.9%+19.1pp |
| Annual return | 1.94% | 35.85%-33.9pp | 134.42%-132.5pp | 28.85%-26.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,480 | $2,917-15.0% | $5,680-56.3% | $4,289-42.2% |
| Admin fee / account holder | $1,033 | $1,261-18.1% | $13,210-92.2% | $1,587-34.9% |