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 | $66,371 | $54,350+22.1% | $82,719-19.8% | $68,494-3.1% |
| Participation rate | 71.9% | 63.9%+8.0pp | 72.6%-0.7pp | 67.9%+4.0pp |
| Annual return | -20.86% | -13.67%-7.2pp | 701.18%-722.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $177 | $2,218-92.0% | $3,009-94.1% | $2,596-93.2% |
| Participant deferral / active EE | $3,427 | $3,246+5.6% | $4,395-22.0% | $4,027-14.9% |
| Admin fee / account holder | $7,082 | $4,395+61.1% | $5,329+32.9% | $5,403+31.1% |