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 | $26,425 | $80,673-67.2% | $101,326-73.9% | $84,808-68.8% |
| Participation rate | 86.8% | 77.8%+9.0pp | 81.5%+5.3pp | 68.3%+18.5pp |
| Annual return | 13.25% | 38.95%-25.7pp | 36.82%-23.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,093 | $2,698-59.5% | $3,665-70.2% | $2,631-58.5% |
| Participant deferral / active EE | $1,962 | $6,840-71.3% | $7,994-75.5% | $4,212-53.4% |
| Admin fee / account holder | $2,209 | $12,784-82.7% | $11,185-80.3% | $7,344-69.9% |