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 | $74,599 | $138,065-46.0% | $123,544-39.6% | $135,375-44.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.24% | 153.68%-165.9pp | 119.20%-131.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $770 | $5,151-85.1% | $4,628-83.4% | $4,779-83.9% |
| Participant deferral / active EE | $17,407 | $6,799+156.0% | $6,426+170.9% | $5,609+210.3% |
| Admin fee / account holder | $1,310 | $10,916-88.0% | $9,284-85.9% | $10,827-87.9% |