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 | $39,331 | $65,365-39.8% | $92,893-57.7% | $72,985-46.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 13.79% | 42.10%-28.3pp | 109.41%-95.6pp | 81.00%-67.2pp |
| Employer contribution / active EE | $1,667 | $2,594-35.8% | $3,653-54.4% | $2,440-31.7% |
| Participant deferral / active EE | $1,260 | $3,128-59.7% | $4,236-70.2% | $3,607-65.1% |
| Admin fee / account holder | $412 | $4,251-90.3% | $5,794-92.9% | $5,124-92.0% |