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 | $208,234 | $90,519+130.0% | $93,789+122.0% | $134,475+54.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -21.05% | -15.72%-5.3pp | -11.33%-9.7pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,140 | $4,343-73.8% | $4,323-73.6% | $4,740-75.9% |
| Participant deferral / active EE | $6,745 | $5,978+12.8% | $6,094+10.7% | $6,400+5.4% |
| Admin fee / account holder | $7,009 | $9,252-24.2% | $7,195-2.6% | $11,426-38.7% |