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 | $6,142 | $24,730-75.2% | $66,042-90.7% | $84,808-92.8% |
| Participation rate | 73.1% | 68.1%+5.0pp | 67.5%+5.6pp | 68.3%+4.8pp |
| Annual return | 13.53% | 79.55%-66.0pp | 52.11%-38.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $182 | $857-78.8% | $1,579-88.5% | $2,631-93.1% |
| Participant deferral / active EE | $1,714 | $1,737-1.3% | $2,835-39.6% | $4,212-59.3% |
| Admin fee / account holder | $1,097 | $3,014-63.6% | $5,747-80.9% | $7,344-85.1% |