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 | $32,690 | $99,032-67.0% | $80,019-59.1% | $135,375-75.9% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -10.61% | 15.39%-26.0pp | 11.22%-21.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $381 | $3,043-87.5% | $2,468-84.6% | $4,779-92.0% |
| Participant deferral / active EE | $1,691 | $4,282-60.5% | $3,686-54.1% | $5,609-69.8% |
| Admin fee / account holder | $421 | $10,436-96.0% | $6,521-93.5% | $10,827-96.1% |