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 | $37,380 | $92,222-59.5% | $76,768-51.3% | $135,375-72.4% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -9.98% | 5.46%-15.4pp | 2.43%-12.4pp | 519.73%-529.7pp |
| Employer contribution / active EE | $513 | $3,216-84.1% | $2,485-79.4% | $4,779-89.3% |
| Participant deferral / active EE | $3,113 | $4,509-31.0% | $3,852-19.2% | $5,609-44.5% |
| Admin fee / account holder | $820 | $10,748-92.4% | $6,675-87.7% | $10,827-92.4% |