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 | $23,938 | $127,065-81.2% | $113,168-78.8% | $142,382-83.2% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | -2.86% | 24.03%-26.9pp | 24.27%-27.1pp | 217.08%-219.9pp |
| Employer contribution / active EE | $803 | $3,442-76.7% | $2,975-73.0% | $4,299-81.3% |
| Participant deferral / active EE | $1,852 | $5,716-67.6% | $5,107-63.7% | $6,507-71.5% |
| Admin fee / account holder | $2,036 | $15,736-87.1% | $12,068-83.1% | $12,624-83.9% |