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 | $76,085 | $94,529-19.5% | $140,016-45.7% | $64,186+18.5% |
| Participation rate | 88.0% | 84.1%+3.9pp | 87.5%+0.5pp | 69.6%+18.4pp |
| Annual return | -7.95% | 7.77%-15.7pp | 651.12%-659.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $15,501 | $5,250+195.3% | $6,927+123.8% | $3,470+346.8% |
| Admin fee / account holder | $382 | $6,741-94.3% | $10,705-96.4% | $4,888-92.2% |