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 | $54,772 | $72,277-24.2% | $101,248-45.9% | $79,858-31.4% |
| Participation rate | 78.9% | 68.5%+10.5pp | 75.8%+3.1pp | 69.6%+9.3pp |
| Annual return | 9.43% | 22.30%-12.9pp | 46.47%-37.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,170 | $2,692-56.5% | $3,660-68.0% | $2,471-52.6% |
| Participant deferral / active EE | $1,204 | $3,282-63.3% | $4,370-72.5% | $3,740-67.8% |
| Admin fee / account holder | $16,119 | $4,400+266.3% | $5,945+171.1% | $5,306+203.8% |