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 | $21,667 | $65,365-66.9% | $92,893-76.7% | $72,985-70.3% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 1.12% | 42.10%-41.0pp | 109.41%-108.3pp | 81.00%-79.9pp |
| Employer contribution / active EE | $1,134 | $2,594-56.3% | $3,653-69.0% | $2,440-53.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,628 | $4,251-61.7% | $5,794-71.9% | $5,124-68.2% |