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 8-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 | $50,826 | $160,055-68.2% | $140,016-63.7% | $135,375-62.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.87% | 911.38%-927.3pp | 651.12%-667.0pp | 519.73%-535.6pp |
| Employer contribution / active EE | $1,308 | $6,420-79.6% | $5,606-76.7% | $4,779-72.6% |
| Participant deferral / active EE | $8,875 | $7,642+16.1% | $6,927+28.1% | $5,609+58.2% |
| Admin fee / account holder | $19,506 | $13,328+46.4% | $10,705+82.2% | $10,827+80.2% |