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 | $37,290 | $72,492-48.6% | $87,100-57.2% | $72,985-48.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.45% | 24.46%-19.0pp | 28.19%-22.7pp | 81.00%-75.5pp |
| Employer contribution / active EE | $1,351 | $1,894-28.6% | $2,521-46.4% | $2,440-44.6% |
| Participant deferral / active EE | $1,445 | $3,270-55.8% | $4,049-64.3% | $3,607-59.9% |
| Admin fee / account holder | $8,917 | $5,055+76.4% | $7,497+19.0% | $5,124+74.0% |