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 6-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 | $18,682 | $138,044-86.5% | $125,339-85.1% | $134,475-86.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -38.28% | 750.33%-788.6pp | 572.05%-610.3pp | 417.96%-456.2pp |
| Employer contribution / active EE | $243 | $5,243-95.4% | $4,814-94.9% | $4,740-94.9% |
| Participant deferral / active EE | $8,470 | $7,799+8.6% | $7,446+13.7% | $6,400+32.3% |
| Admin fee / account holder | $3,890 | $11,571-66.4% | $10,010-61.1% | $11,426-66.0% |