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 | $65,771 | $72,492-9.3% | $87,100-24.5% | $72,985-9.9% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 7.75% | 24.46%-16.7pp | 28.19%-20.4pp | 81.00%-73.3pp |
| Employer contribution / active EE | $600 | $1,894-68.3% | $2,521-76.2% | $2,440-75.4% |
| Participant deferral / active EE | $513 | $3,270-84.3% | $4,049-87.3% | $3,607-85.8% |
| Admin fee / account holder | $1,130 | $5,055-77.6% | $7,497-84.9% | $5,124-77.9% |