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 | $42,129 | $111,535-62.2% | $105,223-60.0% | $137,256-69.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 6.59% | 237.85%-231.3pp | 180.65%-174.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $661 | $3,939-83.2% | $3,689-82.1% | $4,156-84.1% |
| Participant deferral / active EE | $3,078 | $5,500-44.0% | $5,072-39.3% | $6,407-52.0% |
| Admin fee / account holder | $908 | $9,721-90.7% | $8,859-89.7% | $12,270-92.6% |