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 | $49,054 | $133,958-63.4% | $112,228-56.3% | $134,475-63.5% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -21.45% | 47.11%-68.6pp | 27.45%-48.9pp | 417.96%-439.4pp |
| Employer contribution / active EE | $96 | $4,038-97.6% | $3,635-97.4% | $4,740-98.0% |
| Participant deferral / active EE | $4,223 | $5,291-20.2% | $4,728-10.7% | $6,400-34.0% |
| Admin fee / account holder | $454 | $7,489-93.9% | $6,410-92.9% | $11,426-96.0% |