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 | $65,457 | $91,538-28.5% | $129,995-49.6% | $75,163-12.9% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 12.89% | -631.11%+644.0pp | -137.18%+150.1pp | 160.62%-147.7pp |
| Employer contribution / active EE | $317 | $2,845-88.8% | $4,320-92.7% | $2,670-88.1% |
| Participant deferral / active EE | $4,035 | $4,341-7.0% | $5,820-30.7% | $4,125-2.2% |
| Admin fee / account holder | $1,840 | $6,790-72.9% | $10,614-82.7% | $5,651-67.4% |