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 | $63,459 | $91,538-30.7% | $129,995-51.2% | $75,163-15.6% |
| Participation rate | 76.0% | 71.4%+4.6pp | 78.5%-2.5pp | 67.2%+8.8pp |
| Annual return | 12.18% | -631.11%+643.3pp | -137.18%+149.4pp | 160.62%-148.4pp |
| Employer contribution / active EE | $541 | $2,845-81.0% | $4,320-87.5% | $2,670-79.7% |
| Participant deferral / active EE | $4,249 | $4,341-2.1% | $5,820-27.0% | $4,125+3.0% |
| Admin fee / account holder | $2,907 | $6,790-57.2% | $10,614-72.6% | $5,651-48.6% |