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 | $52,518 | $88,707-40.8% | $74,183-29.2% | $273,961-80.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -3.35% | 11.94%-15.3pp | 17.74%-21.1pp | 41.45%-44.8pp |
| Employer contribution / active EE | $1,571 | $3,159-50.3% | $2,370-33.7% | $4,869-67.7% |
| Participant deferral / active EE | $1,224 | $4,212-70.9% | $3,550-65.5% | $5,287-76.9% |
| Admin fee / account holder | $6,017 | $8,717-31.0% | $5,586+7.7% | $10,132-40.6% |