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 | $50,742 | $55,706-8.9% | $75,886-33.1% | $72,985-30.5% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.3%+0.7pp | 69.5%+0.5pp |
| Annual return | -1.50% | 27.59%-29.1pp | 30.76%-32.3pp | 81.00%-82.5pp |
| Employer contribution / active EE | $1,355 | $1,687-19.7% | $2,500-45.8% | $2,440-44.5% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,052 | $3,978-73.6% | $5,418-80.6% | $5,124-79.5% |