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 | $6,059 | $29,660-79.6% | $56,411-89.3% | $80,856-92.5% |
| Participation rate | 97.0% | 41.6%+55.3pp | 52.5%+44.5pp | 67.6%+29.3pp |
| Annual return | 7.42% | 35.23%-27.8pp | 1701.33%-1693.9pp | 35.59%-28.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,265 | $1,226+3.2% | $1,952-35.2% | $4,296-70.6% |
| Admin fee / account holder | $403 | $2,428-83.4% | $2,829-85.8% | $6,918-94.2% |