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 6-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 | $17,409 | $138,044-87.4% | $125,339-86.1% | $134,475-87.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -21.82% | 750.33%-772.1pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $840 | $5,243-84.0% | $4,814-82.5% | $4,740-82.3% |
| Participant deferral / active EE | $6,712 | $7,799-13.9% | $7,446-9.9% | $6,400+4.9% |
| Admin fee / account holder | $617 | $11,571-94.7% | $10,010-93.8% | $11,426-94.6% |