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 | $32,472 | $105,860-69.3% | $90,749-64.2% | $134,475-75.9% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.7%+14.8pp | 81.2%+9.3pp |
| Annual return | -21.96% | -11.01%-10.9pp | -12.16%-9.8pp | 417.96%-439.9pp |
| Employer contribution / active EE | $630 | $3,462-81.8% | $2,921-78.4% | $4,740-86.7% |
| Participant deferral / active EE | $2,212 | $5,216-57.6% | $4,564-51.5% | $6,400-65.4% |
| Admin fee / account holder | $12,958 | $13,938-7.0% | $8,445+53.5% | $11,426+13.4% |