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 | $68,145 | $72,277-5.7% | $101,248-32.7% | $79,858-14.7% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 0.75% | 22.30%-21.5pp | 46.47%-45.7pp | 31.71%-31.0pp |
| Employer contribution / active EE | $7,115 | $2,692+164.3% | $3,660+94.4% | $2,471+188.0% |
| Participant deferral / active EE | $1,267 | $3,282-61.4% | $4,370-71.0% | $3,740-66.1% |
| Admin fee / account holder | $10,165 | $4,400+131.0% | $5,945+71.0% | $5,306+91.6% |