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 | $74,561 | $95,803-22.2% | $113,168-34.1% | $84,808-12.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 5.14% | 25.00%-19.9pp | 24.27%-19.1pp | 40.90%-35.8pp |
| Employer contribution / active EE | $6,910 | $2,360+192.8% | $2,975+132.3% | $2,631+162.7% |
| Participant deferral / active EE | $1,724 | $4,242-59.4% | $5,107-66.2% | $4,212-59.1% |
| Admin fee / account holder | $6,427 | $8,989-28.5% | $12,068-46.7% | $7,344-12.5% |