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 | $38,085 | $181,894-79.1% | $156,549-75.7% | $273,961-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.61% | 30.74%-31.4pp | 32.23%-32.8pp | 41.45%-42.1pp |
| Employer contribution / active EE | $3,552 | $6,248-43.2% | $5,501-35.4% | $4,869-27.0% |
| Participant deferral / active EE | $1,777 | $5,550-68.0% | $4,871-63.5% | $5,287-66.4% |
| Admin fee / account holder | $673 | $15,559-95.7% | $13,027-94.8% | $10,132-93.4% |