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 | $41,194 | $157,256-73.8% | $141,162-70.8% | $152,861-73.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -0.67% | 64.32%-65.0pp | 71.39%-72.1pp | 345.32%-346.0pp |
| Employer contribution / active EE | $692 | $5,261-86.8% | $4,735-85.4% | $4,762-85.5% |
| Participant deferral / active EE | $3,877 | $7,109-45.5% | $6,709-42.2% | $5,850-33.7% |
| Admin fee / account holder | $8,830 | $12,120-27.1% | $10,261-13.9% | $11,596-23.9% |