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 | $38,203 | $86,286-55.7% | $111,297-65.7% | $85,850-55.5% |
| Participation rate | 70.7% | 73.3%-2.6pp | 77.3%-6.6pp | 69.3%+1.4pp |
| Annual return | 10.64% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,315 | $3,641-36.4% | $4,487-48.4% | $3,952-41.4% |
| Admin fee / account holder | $2,802 | $8,188-65.8% | $7,964-64.8% | $6,260-55.2% |