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 | $39,433 | $61,660-36.0% | $80,019-50.7% | $64,186-38.6% |
| Participation rate | 70.2% | 71.7%-1.5pp | 75.8%-5.6pp | 69.6%+0.6pp |
| Annual return | -9.58% | -0.33%-9.2pp | 11.22%-20.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,912 | $2,968+166.6% | $3,686+114.7% | $3,470+128.0% |
| Admin fee / account holder | $955 | $5,417-82.4% | $6,521-85.4% | $4,888-80.5% |