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 | $38,713 | $65,365-40.8% | $92,893-58.3% | $72,985-47.0% |
| Participation rate | 88.1% | 68.3%+19.7pp | 76.0%+12.1pp | 69.5%+18.6pp |
| Annual return | 3.18% | 42.10%-38.9pp | 109.41%-106.2pp | 81.00%-77.8pp |
| Employer contribution / active EE | $5,168 | $2,594+99.2% | $3,653+41.5% | $2,440+111.8% |
| Participant deferral / active EE | $1,223 | $3,128-60.9% | $4,236-71.1% | $3,607-66.1% |
| Admin fee / account holder | $607 | $4,251-85.7% | $5,794-89.5% | $5,124-88.1% |