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 | $51,502 | $71,883-28.4% | $86,677-40.6% | $68,494-24.8% |
| Participation rate | 77.6% | 72.2%+5.3pp | 76.6%+1.0pp | 67.9%+9.7pp |
| Annual return | -24.99% | 3.52%-28.5pp | 35.91%-60.9pp | -7.84%-17.1pp |
| Employer contribution / active EE | $30 | $2,173-98.6% | $2,836-99.0% | $2,596-98.9% |
| Participant deferral / active EE | $2,084 | $3,779-44.9% | $4,656-55.2% | $4,027-48.3% |
| Admin fee / account holder | $1,522 | $6,112-75.1% | $7,493-79.7% | $5,403-71.8% |