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 8-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 | $30,434 | $73,867-58.8% | $143,757-78.8% | $68,494-55.6% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -19.97% | 1.01%-21.0pp | -0.04%-19.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,359 | $3,184-25.9% | $4,951-52.3% | $2,596-9.1% |
| Participant deferral / active EE | $824 | $3,384-75.7% | $5,637-85.4% | $4,027-79.6% |
| Admin fee / account holder | $1,608 | $5,755-72.1% | $14,673-89.0% | $5,403-70.2% |