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 | $33,997 | $58,208-41.6% | $81,812-58.4% | $80,856-58.0% |
| Participation rate | 71.9% | 63.4%+8.5pp | 72.3%-0.5pp | 67.6%+4.2pp |
| Annual return | 10.43% | 41.66%-31.2pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,786 | $3,281+15.4% | $4,319-12.3% | $4,296-11.9% |
| Admin fee / account holder | $2,471 | $4,981-50.4% | $7,386-66.5% | $6,918-64.3% |