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 | $21,908 | $53,822-59.3% | $75,696-71.1% | $85,850-74.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.30% | 24.54%-12.2pp | 104.53%-92.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | -$2,425 | $2,017-220.3% | $2,743-188.4% | $2,565-194.6% |
| Participant deferral / active EE | $4,638 | $2,895+60.2% | $3,821+21.4% | $3,952+17.4% |
| Admin fee / account holder | $1,428 | $3,343-57.3% | $3,619-60.5% | $6,260-77.2% |