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 | $39,687 | $109,359-63.7% | $162,163-75.5% | $72,985-45.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 6.72% | 25.46%-18.7pp | 115.59%-108.9pp | 81.00%-74.3pp |
| Employer contribution / active EE | $1,587 | $3,907-59.4% | $5,614-71.7% | $2,440-34.9% |
| Participant deferral / active EE | $2,082 | $5,481-62.0% | $7,298-71.5% | $3,607-42.3% |
| Admin fee / account holder | $1,818 | $7,972-77.2% | $10,843-83.2% | $5,124-64.5% |