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 | $46,141 | $62,573-26.3% | $85,682-46.1% | $85,850-46.3% |
| Participation rate | 79.5% | 61.1%+18.3pp | 69.9%+9.6pp | 69.3%+10.2pp |
| Annual return | 4.71% | 23.77%-19.1pp | 21.49%-16.8pp | 318.53%-313.8pp |
| Employer contribution / active EE | $1,936 | $1,757+10.2% | $2,618-26.0% | $2,565-24.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,138 | $4,640-75.5% | $6,873-83.4% | $6,260-81.8% |