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 | $34,414 | $106,515-67.7% | $96,683-64.4% | $139,434-75.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -0.91% | 38.43%-39.3pp | 35.69%-36.6pp | 372.94%-373.8pp |
| Employer contribution / active EE | $1,302 | $4,103-68.3% | $3,737-65.1% | $4,751-72.6% |
| Participant deferral / active EE | $642 | $5,454-88.2% | $4,878-86.8% | $6,710-90.4% |
| Admin fee / account holder | $6,288 | $7,877-20.2% | $6,730-6.6% | $11,403-44.9% |