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 3-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 | $27,213 | $178,174-84.7% | $156,181-82.6% | $137,256-80.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | -3.36% | 84.19%-87.6pp | 64.87%-68.2pp | 220.34%-223.7pp |
| Employer contribution / active EE | $671 | $4,972-86.5% | $4,294-84.4% | $4,156-83.9% |
| Participant deferral / active EE | $3,492 | $6,888-49.3% | $6,132-43.1% | $6,407-45.5% |
| Admin fee / account holder | $3,499 | $17,404-79.9% | $14,586-76.0% | $12,270-71.5% |