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 | $69,065 | $160,055-56.8% | $140,016-50.7% | $135,375-49.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.69% | 911.38%-923.1pp | 651.12%-662.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $551 | $6,420-91.4% | $5,606-90.2% | $4,779-88.5% |
| Participant deferral / active EE | $4,083 | $7,642-46.6% | $6,927-41.1% | $5,609-27.2% |
| Admin fee / account holder | $23,333 | $13,328+75.1% | $10,705+118.0% | $10,827+115.5% |