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 9-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 | $62,290 | $144,119-56.8% | $117,854-47.1% | $147,584-57.8% |
| Participation rate | 76.5% | 83.4%-6.9pp | 79.7%-3.2pp | 82.8%-6.4pp |
| Annual return | -52.42% | 531.15%-583.6pp | 335.08%-387.5pp | 578.55%-631.0pp |
| Employer contribution / active EE | $466 | $4,896-90.5% | $3,786-87.7% | $4,876-90.4% |
| Participant deferral / active EE | $1,874 | $5,316-64.8% | $4,482-58.2% | $5,439-65.5% |
| Admin fee / account holder | $1,231 | $10,886-88.7% | $8,020-84.6% | $10,885-88.7% |