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 | $83,902-54.2% | $167,512-77.1% | $84,808-54.7% |
| Participation rate | 86.0% | 66.5%+19.5pp | 77.1%+8.9pp | 68.3%+17.7pp |
| Annual return | 12.73% | 91.55%-78.8pp | 1615.79%-1603.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $227 | $2,264-90.0% | $3,882-94.1% | $2,631-91.4% |
| Participant deferral / active EE | $2,045 | $4,442-54.0% | $6,405-68.1% | $4,212-51.4% |
| Admin fee / account holder | $3,874 | $7,915-51.1% | $9,769-60.3% | $7,344-47.2% |