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 | $30,009 | $71,883-58.3% | $86,677-65.4% | $68,494-56.2% |
| Participation rate | 73.6% | 72.2%+1.4pp | 76.6%-3.0pp | 67.9%+5.7pp |
| Annual return | -19.24% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,183 | $2,173-45.6% | $2,836-58.3% | $2,596-54.4% |
| Participant deferral / active EE | $1,543 | $3,779-59.2% | $4,656-66.9% | $4,027-61.7% |
| Admin fee / account holder | $7,571 | $6,112+23.9% | $7,493+1.0% | $5,403+40.1% |