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 | $32,836 | $77,899-57.8% | $149,673-78.1% | $75,163-56.3% |
| Participation rate | 75.7% | 65.6%+10.1pp | 78.8%-3.1pp | 67.2%+8.5pp |
| Annual return | 3.48% | 31.72%-28.2pp | 134.42%-130.9pp | 160.62%-157.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,750 | $3,411-19.4% | $5,680-51.6% | $4,125-33.3% |
| Admin fee / account holder | $4,961 | $5,956-16.7% | $13,210-62.4% | $5,651-12.2% |