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 8-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 | $18,530 | $84,233-78.0% | $170,442-89.1% | $70,131-73.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.17% | 23.06%-15.9pp | 205.93%-198.8pp | 73.14%-66.0pp |
| Employer contribution / active EE | $126 | $3,387-96.3% | $5,433-97.7% | $2,342-94.6% |
| Participant deferral / active EE | $1,020 | $3,086-67.0% | $4,939-79.4% | $3,332-69.4% |
| Admin fee / account holder | $971 | $5,698-83.0% | $13,880-93.0% | $4,645-79.1% |