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 | $72,448 | $82,664-12.4% | $125,339-42.2% | $68,494+5.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.20% | -5.97%-16.2pp | 572.05%-594.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $40 | $3,381-98.8% | $4,814-99.2% | $2,596-98.5% |
| Participant deferral / active EE | $4,877 | $6,110-20.2% | $7,446-34.5% | $4,027+21.1% |
| Admin fee / account holder | $7,322 | $6,275+16.7% | $10,010-26.9% | $5,403+35.5% |