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 9-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 | $38,108 | $49,227-22.6% | $70,449-45.9% | $79,858-52.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 2.78% | 30.06%-27.3pp | 109.03%-106.2pp | 31.71%-28.9pp |
| Employer contribution / active EE | $167 | $2,099-92.1% | $2,737-93.9% | $2,471-93.3% |
| Participant deferral / active EE | $1,090 | $2,768-60.6% | $3,709-70.6% | $3,740-70.9% |
| Admin fee / account holder | $8,150 | $2,878+183.2% | $3,845+111.9% | $5,306+53.6% |