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 | $20,033 | $42,383-52.7% | $76,523-73.8% | $64,186-68.8% |
| Participation rate | 84.2% | 58.1%+26.1pp | 68.0%+16.2pp | 69.6%+14.6pp |
| Annual return | -15.04% | -16.54%+1.5pp | -0.27%-14.8pp | 7.63%-22.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,755 | $2,566-31.6% | $3,835-54.2% | $3,470-49.4% |
| Admin fee / account holder | $311 | $3,198-90.3% | $4,848-93.6% | $4,888-93.6% |