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 | $52,795 | $62,586-15.6% | $76,768-31.2% | $64,186-17.7% |
| Participation rate | 76.9% | 72.8%+4.1pp | 77.0%0pp | 69.6%+7.4pp |
| Annual return | -11.45% | -1.95%-9.5pp | 2.43%-13.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $385 | $1,832-79.0% | $2,485-84.5% | $2,381-83.8% |
| Participant deferral / active EE | $2,604 | $3,145-17.2% | $3,852-32.4% | $3,470-25.0% |
| Admin fee / account holder | $2,207 | $4,667-52.7% | $6,675-66.9% | $4,888-54.8% |