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 | $94,497 | $91,538+3.2% | $129,995-27.3% | $75,163+25.7% |
| Participation rate | 72.5% | 71.4%+1.1pp | 78.5%-6.0pp | 67.2%+5.3pp |
| Annual return | 11.97% | -631.11%+643.1pp | -137.18%+149.1pp | 160.62%-148.7pp |
| Employer contribution / active EE | $590 | $2,845-79.3% | $4,320-86.3% | $2,670-77.9% |
| Participant deferral / active EE | $3,652 | $4,341-15.9% | $5,820-37.3% | $4,125-11.5% |
| Admin fee / account holder | $2,371 | $6,790-65.1% | $10,614-77.7% | $5,651-58.0% |