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 | $40,779 | $72,277-43.6% | $101,248-59.7% | $79,858-48.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 1.60% | 22.30%-20.7pp | 46.47%-44.9pp | 31.71%-30.1pp |
| Employer contribution / active EE | $4,691 | $2,692+74.3% | $3,660+28.2% | $2,471+89.9% |
| Participant deferral / active EE | $390 | $3,282-88.1% | $4,370-91.1% | $3,740-89.6% |
| Admin fee / account holder | $2,032 | $4,400-53.8% | $5,945-65.8% | $5,306-61.7% |