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 | $58,646 | $198,466-70.5% | $170,442-65.6% | $147,584-60.3% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | -9.66% | 257.29%-267.0pp | 205.93%-215.6pp | 578.55%-588.2pp |
| Employer contribution / active EE | $1,163 | $6,184-81.2% | $5,433-78.6% | $4,876-76.1% |
| Participant deferral / active EE | $18,516 | $5,629+228.9% | $4,939+274.8% | $5,439+240.4% |
| Admin fee / account holder | $12,246 | $16,852-27.3% | $13,880-11.8% | $10,885+12.5% |