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 | $47,793 | $55,415-13.8% | $155,509-69.3% | $74,495-35.8% |
| Participation rate | 83.0% | 61.9%+21.1pp | 78.2%+4.8pp | 67.2%+15.8pp |
| Annual return | 9.30% | 268.50%-259.2pp | 64.67%-55.4pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,501 | $2,836-11.8% | $5,626-55.5% | $4,346-42.5% |
| Admin fee / account holder | $2,133 | $1,738+22.7% | $15,912-86.6% | $1,942+9.8% |