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 9-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 | $26,619 | $165,984-84.0% | $164,813-83.8% | $145,922-81.8% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 6.05% | 100.03%-94.0pp | 69.93%-63.9pp | 561.29%-555.2pp |
| Employer contribution / active EE | $57 | $5,273-98.9% | $4,341-98.7% | $4,660-98.8% |
| Participant deferral / active EE | $2,960 | $6,959-57.5% | $6,031-50.9% | $6,688-55.7% |
| Admin fee / account holder | $1,979 | $16,648-88.1% | $12,690-84.4% | $13,397-85.2% |