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 9-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 | $81,732 | $72,277+13.1% | $101,248-19.3% | $79,858+2.3% |
| Participation rate | 82.5% | 68.5%+14.0pp | 75.8%+6.7pp | 69.6%+12.9pp |
| Annual return | -2.73% | 22.30%-25.0pp | 46.47%-49.2pp | 31.71%-34.4pp |
| Employer contribution / active EE | $2,817 | $2,692+4.7% | $3,660-23.0% | $2,471+14.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,033 | $4,400-8.3% | $5,945-32.2% | $5,306-24.0% |