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 | $144,452 | $23,330+519.2% | $64,489+124.0% | $82,448+75.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 8.92% | 83.66%-74.7pp | 55.03%-46.1pp | 41.64%-32.7pp |
| Employer contribution / active EE | $79 | $824-90.5% | $1,523-94.8% | $2,551-96.9% |
| Participant deferral / active EE | $6,944 | $1,707+306.8% | $2,778+150.0% | $4,139+67.8% |
| Admin fee / account holder | $17,026 | $2,946+478.0% | $4,260+299.7% | $7,234+135.3% |