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 | $45,670 | $202,318-77.4% | $172,739-73.6% | $152,861-70.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | -2.06% | 1029.65%-1031.7pp | 802.84%-804.9pp | 345.32%-347.4pp |
| Employer contribution / active EE | $1,089 | $5,856-81.4% | $5,143-78.8% | $4,762-77.1% |
| Participant deferral / active EE | $2,198 | $5,948-63.1% | $5,198-57.7% | $5,850-62.4% |
| Admin fee / account holder | $428 | $17,109-97.5% | $13,954-96.9% | $11,596-96.3% |