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 4-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 | $89,434 | $176,812-49.4% | $146,665-39.0% | $167,490-46.6% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 8.71% | 24.03%-15.3pp | 22.74%-14.0pp | 478.56%-469.9pp |
| Employer contribution / active EE | $436 | $5,160-91.6% | $4,136-89.5% | $4,837-91.0% |
| Participant deferral / active EE | $3,507 | $6,440-45.5% | $5,506-36.3% | $6,341-44.7% |
| Admin fee / account holder | $28,490 | $13,259+114.9% | $10,280+177.2% | $12,309+131.5% |