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 | $38,394 | $80,812-52.5% | $160,784-76.1% | $82,448-53.4% |
| Participation rate | 86.0% | 66.2%+19.8pp | 77.0%+9.0pp | 68.1%+17.9pp |
| Annual return | 12.73% | 100.59%-87.9pp | 1803.92%-1791.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $227 | $2,174-89.5% | $3,733-93.9% | $2,551-91.1% |
| Participant deferral / active EE | $2,045 | $4,335-52.8% | $6,293-67.5% | $4,139-50.6% |
| Admin fee / account holder | $3,874 | $7,695-49.7% | $9,717-60.1% | $7,234-46.4% |