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 | $32,086 | $59,805-46.3% | $79,550-59.7% | $68,494-53.2% |
| Participation rate | 73.8% | 61.1%+12.7pp | 69.5%+4.3pp | 67.9%+5.9pp |
| Annual return | -23.40% | -12.30%-11.1pp | 0.16%-23.6pp | -7.84%-15.6pp |
| Employer contribution / active EE | $7,492 | $1,505+397.8% | $2,413+210.5% | $2,596+188.6% |
| Participant deferral / active EE | $336 | $3,024-88.9% | $3,985-91.6% | $4,027-91.7% |
| Admin fee / account holder | $951 | $4,835-80.3% | $6,832-86.1% | $5,403-82.4% |