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 | $46,685 | $74,927-37.7% | $101,794-54.1% | $84,808-45.0% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.2%+16.5pp | 68.3%+17.4pp |
| Annual return | 1.83% | 18.70%-16.9pp | 30.53%-28.7pp | 40.90%-39.1pp |
| Employer contribution / active EE | $7,143 | $1,522+369.4% | $2,289+212.1% | $2,631+171.5% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,774 | $6,514-57.4% | $8,777-68.4% | $7,344-62.2% |