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 | $70,862 | $95,803-26.0% | $113,168-37.4% | $84,808-16.4% |
| Participation rate | 78.3% | 72.9%+5.5pp | 76.6%+1.8pp | 68.3%+10.0pp |
| Annual return | 11.88% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,149 | $2,360-51.3% | $2,975-61.4% | $2,631-56.3% |
| Participant deferral / active EE | $1,936 | $4,242-54.4% | $5,107-62.1% | $4,212-54.0% |
| Admin fee / account holder | $3,107 | $8,989-65.4% | $12,068-74.3% | $7,344-57.7% |