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 | $76,545 | $149,734-48.9% | $118,925-35.6% | $158,922-51.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.08% | 19.95%-19.9pp | 35.88%-35.8pp | 302.83%-302.7pp |
| Employer contribution / active EE | $954 | $4,115-76.8% | $3,263-70.8% | $4,761-80.0% |
| Participant deferral / active EE | $84 | $5,223-98.4% | $4,265-98.0% | $5,982-98.6% |
| Admin fee / account holder | $3,773 | $8,603-56.1% | $6,581-42.7% | $11,246-66.5% |