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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,135 | $45,035-70.8% | $62,995-79.1% | $70,131-81.3% |
| Participation rate | 72.2% | 69.5%+2.7pp | 74.8%-2.6pp | 69.5%+2.7pp |
| Annual return | 7.12% | 18.76%-11.6pp | 87.57%-80.4pp | 73.14%-66.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $565 | $2,465-77.1% | $3,329-83.0% | $3,332-83.0% |
| Admin fee / account holder | $353 | $2,834-87.5% | $3,600-90.2% | $4,645-92.4% |