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 | $18,148 | $95,971-81.1% | $74,550-75.7% | $135,375-86.6% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -21.29% | 56.96%-78.3pp | 32.53%-53.8pp | 519.73%-541.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,573 | $3,843+97.0% | $3,108+143.6% | $5,609+35.0% |
| Admin fee / account holder | $2,377 | $6,522-63.6% | $5,060-53.0% | $10,827-78.0% |