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 | $22,395 | $58,208-61.5% | $81,812-72.6% | $80,856-72.3% |
| Participation rate | 78.1% | 63.4%+14.7pp | 72.3%+5.8pp | 67.6%+10.5pp |
| Annual return | 6.99% | 41.66%-34.7pp | 773.79%-766.8pp | 35.59%-28.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,658 | $3,281+11.5% | $4,319-15.3% | $4,296-14.9% |
| Admin fee / account holder | $18,614 | $4,981+273.7% | $7,386+152.0% | $6,918+169.1% |