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 | $38,572 | $152,587-74.7% | $125,175-69.2% | $152,861-74.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -1.12% | 54.84%-56.0pp | 43.79%-44.9pp | 345.32%-346.4pp |
| Employer contribution / active EE | $806 | $4,946-83.7% | $3,865-79.1% | $4,762-83.1% |
| Participant deferral / active EE | $1,925 | $5,868-67.2% | $4,937-61.0% | $5,850-67.1% |
| Admin fee / account holder | $552 | $13,434-95.9% | $9,702-94.3% | $11,596-95.2% |