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 | $37,801 | $60,349-37.4% | $74,183-49.0% | $62,891-39.9% |
| Participation rate | 71.4% | 72.7%-1.3pp | 76.6%-5.2pp | 69.3%+2.1pp |
| Annual return | 3.91% | 21.37%-17.5pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $723 | $1,680-57.0% | $2,370-69.5% | $2,281-68.3% |
| Participant deferral / active EE | $1,243 | $2,856-56.5% | $3,550-65.0% | $3,203-61.2% |
| Admin fee / account holder | $720 | $4,261-83.1% | $5,586-87.1% | $4,296-83.2% |