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 | $15,389 | $81,248-81.1% | $155,509-90.1% | $80,856-81.0% |
| Participation rate | 78.2% | 66.2%+12.0pp | 78.2%0pp | 67.6%+10.6pp |
| Annual return | 9.65% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,053 | $3,100-66.0% | $4,672-77.5% | $2,755-61.8% |
| Participant deferral / active EE | $639 | $3,452-81.5% | $5,626-88.6% | $4,296-85.1% |
| Admin fee / account holder | $688 | $7,997-91.4% | $15,912-95.7% | $6,918-90.1% |