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 | $54,245 | $71,057-23.7% | $93,654-42.1% | $80,874-32.9% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.6%+28.6pp |
| Annual return | -0.66% | 11.26%-11.9pp | 133.34%-134.0pp | 35.62%-36.3pp |
| Employer contribution / active EE | $3,148 | $1,564+101.3% | $2,421+30.0% | $2,756+14.2% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,544 | $6,944-77.8% | $8,282-81.4% | $6,935-77.7% |