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 | $10,099 | $42,383-76.2% | $76,523-86.8% | $64,186-84.3% |
| Participation rate | 79.4% | 58.1%+21.3pp | 68.0%+11.4pp | 69.6%+9.8pp |
| Annual return | -12.67% | -16.54%+3.9pp | -0.27%-12.4pp | 7.63%-20.3pp |
| Employer contribution / active EE | $5,372 | $1,563+243.6% | $2,647+102.9% | $2,381+125.6% |
| Participant deferral / active EE | $63 | $2,566-97.5% | $3,835-98.4% | $3,470-98.2% |
| Admin fee / account holder | $2,824 | $3,198-11.7% | $4,848-41.8% | $4,888-42.2% |