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 | $27,420 | $54,380-49.6% | $68,509-60.0% | $59,632-54.0% |
| Participation rate | 84.3% | 70.2%+14.1pp | 74.7%+9.6pp | 68.7%+15.6pp |
| Annual return | -5.20% | 2.83%-8.0pp | 8.27%-13.5pp | 2041.28%-2046.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,544 | $2,643-3.8% | $3,382-24.8% | $3,192-20.3% |
| Admin fee / account holder | $475 | $3,885-87.8% | $5,275-91.0% | $4,297-88.9% |