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 | $28,388 | $82,664-65.7% | $125,339-77.4% | $68,494-58.6% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -21.51% | -5.97%-15.5pp | 572.05%-593.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $634 | $3,381-81.3% | $4,814-86.8% | $2,596-75.6% |
| Participant deferral / active EE | $8,056 | $6,110+31.8% | $7,446+8.2% | $4,027+100.0% |
| Admin fee / account holder | $1,169 | $6,275-81.4% | $10,010-88.3% | $5,403-78.4% |