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 | $35,095 | $83,477-58.0% | $125,175-72.0% | $72,985-51.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 3.70% | 25.78%-22.1pp | 43.79%-40.1pp | 81.00%-77.3pp |
| Employer contribution / active EE | $986 | $2,345-58.0% | $3,865-74.5% | $2,440-59.6% |
| Participant deferral / active EE | $1,410 | $3,585-60.7% | $4,937-71.4% | $3,607-60.9% |
| Admin fee / account holder | $400 | $5,517-92.7% | $9,702-95.9% | $5,124-92.2% |