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 | $59,812 | $78,422-23.7% | $95,952-37.7% | $79,858-25.1% |
| Participation rate | 78.1% | 73.5%+4.6pp | 77.1%+1.1pp | 69.6%+8.5pp |
| Annual return | 7.47% | 19.37%-11.9pp | 91.61%-84.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $542 | $3,440-84.2% | $4,167-87.0% | $3,740-85.5% |
| Admin fee / account holder | $618 | $5,622-89.0% | $6,795-90.9% | $5,306-88.4% |