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 | $67,777 | $118,450-42.8% | $98,439-31.1% | $139,434-51.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 4.72% | 18.94%-14.2pp | 21.16%-16.4pp | 372.94%-368.2pp |
| Employer contribution / active EE | $1,451 | $3,609-59.8% | $3,048-52.4% | $4,751-69.5% |
| Participant deferral / active EE | $1,348 | $5,392-75.0% | $4,738-71.5% | $6,710-79.9% |
| Admin fee / account holder | $3,728 | $14,026-73.4% | $8,948-58.3% | $11,403-67.3% |