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 4-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 | $7,042 | $56,053-87.4% | $75,972-90.7% | $80,856-91.3% |
| Participation rate | 77.3% | 62.0%+15.2pp | 69.1%+8.2pp | 67.6%+9.6pp |
| Annual return | 2.03% | 20.53%-18.5pp | 359.55%-357.5pp | 35.59%-33.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,127 | $3,052+2.5% | $4,255-26.5% | $4,296-27.2% |
| Admin fee / account holder | $837 | $5,234-84.0% | $6,467-87.1% | $6,918-87.9% |