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 | $96,708 | $85,022+13.7% | $70,515+37.1% | $139,434-30.6% |
| Participation rate | 81.3% | 73.9%+7.3pp | 68.3%+12.9pp | 80.3%+0.9pp |
| Annual return | -6.12% | 30.38%-36.5pp | 32.77%-38.9pp | 372.94%-379.1pp |
| Employer contribution / active EE | $392 | $3,909-90.0% | $2,973-86.8% | $4,751-91.7% |
| Participant deferral / active EE | $2,298 | $5,890-61.0% | $4,567-49.7% | $6,710-65.8% |
| Admin fee / account holder | $2,023 | $8,906-77.3% | $6,412-68.4% | $11,403-82.3% |