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 | $44,700 | $72,177-38.1% | $115,037-61.1% | $59,632-25.0% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -2.88% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $308 | $2,841-89.2% | $4,608-93.3% | $2,203-86.0% |
| Participant deferral / active EE | $3,213 | $4,783-32.8% | $6,026-46.7% | $3,192+0.7% |
| Admin fee / account holder | $2,567 | $4,927-47.9% | $8,175-68.6% | $4,297-40.3% |