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 | $41,074 | $123,793-66.8% | $177,821-76.9% | $79,858-48.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 5.23% | 22.82%-17.6pp | 48.32%-43.1pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,440 | $4,095-64.8% | $5,918-75.7% | $2,471-41.7% |
| Participant deferral / active EE | $1,945 | $5,956-67.4% | $7,714-74.8% | $3,740-48.0% |
| Admin fee / account holder | $2,539 | $7,243-64.9% | $12,427-79.6% | $5,306-52.2% |