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 | $155,254 | $76,367+103.3% | $93,606+65.9% | $72,985+112.7% |
| Participation rate | 72.5% | 71.7%+0.7pp | 75.8%-3.4pp | 69.5%+3.0pp |
| Annual return | -13.24% | 25.82%-39.1pp | 32.76%-46.0pp | 81.00%-94.2pp |
| Employer contribution / active EE | $17,663 | $2,275+676.3% | $2,718+549.9% | $2,440+624.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,658 | $6,838-17.3% | $7,888-28.3% | $5,124+10.4% |