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 | $63,064 | $102,616-38.5% | $81,983-23.1% | $158,922-60.3% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | -7.92% | 61.04%-69.0pp | 41.31%-49.2pp | 302.83%-310.7pp |
| Employer contribution / active EE | $378 | $3,240-88.3% | $2,498-84.9% | $4,761-92.1% |
| Participant deferral / active EE | $2,686 | $4,648-42.2% | $3,722-27.8% | $5,982-55.1% |
| Admin fee / account holder | $3,751 | $8,235-54.4% | $5,664-33.8% | $11,246-66.6% |