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 | $158,813 | $91,538+73.5% | $129,995+22.2% | $75,163+111.3% |
| Participation rate | 73.3% | 71.4%+1.9pp | 78.5%-5.2pp | 67.2%+6.1pp |
| Annual return | 9.68% | -631.11%+640.8pp | -137.18%+146.9pp | 160.62%-150.9pp |
| Employer contribution / active EE | $691 | $2,845-75.7% | $4,320-84.0% | $2,670-74.1% |
| Participant deferral / active EE | $11,212 | $4,341+158.3% | $5,820+92.7% | $4,125+171.8% |
| Admin fee / account holder | $5,996 | $6,790-11.7% | $10,614-43.5% | $5,651+6.1% |