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.
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 | $52,720 | $78,672-33.0% | $109,143-51.7% | $85,850-38.6% |
| Participation rate | 84.4% | 68.3%+16.1pp | 75.9%+8.5pp | 69.3%+15.1pp |
| Annual return | 8.88% | 25.09%-16.2pp | 25.75%-16.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $1,504 | $2,735-45.0% | $3,722-59.6% | $2,565-41.4% |
| Participant deferral / active EE | $679 | $3,467-80.4% | $4,653-85.4% | $3,952-82.8% |
| Admin fee / account holder | $2,585 | $5,469-52.7% | $6,752-61.7% | $6,260-58.7% |