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 | $87,692 | $73,004+20.1% | $90,749-3.4% | $68,494+28.0% |
| Participation rate | 75.7% | 70.8%+4.8pp | 75.7%0pp | 67.9%+7.8pp |
| Annual return | -20.25% | -13.81%-6.4pp | -12.16%-8.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $492 | $2,193-77.6% | $2,921-83.2% | $2,596-81.1% |
| Participant deferral / active EE | $2,533 | $3,627-30.2% | $4,564-44.5% | $4,027-37.1% |
| Admin fee / account holder | $3,838 | $5,896-34.9% | $8,445-54.6% | $5,403-29.0% |