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 9-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.
Participant 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 | $53,297 | $55,706-4.3% | $75,886-29.8% | $72,985-27.0% |
| Participation rate | 81.6% | 61.1%+20.4pp | 69.3%+12.3pp | 69.5%+12.1pp |
| Annual return | 16.24% | 27.59%-11.4pp | 30.76%-14.5pp | 81.00%-64.8pp |
| Employer contribution / active EE | $13,681 | $1,687+711.2% | $2,500+447.2% | $2,440+460.7% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,298 | $3,978-42.2% | $5,418-57.6% | $5,124-55.2% |