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 | $89,810 | $131,893-31.9% | $303,047-70.4% | $116,875-23.2% |
| Participation rate | 76.0% | 79.5%-3.5pp | 87.1%-11.1pp | 74.5%+1.5pp |
| Annual return | 11.42% | 15.41%-4.0pp | 2.47%+8.9pp | 16.29%-4.9pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $7,418-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $2,129 | $4,183-49.1% | $5,070-58.0% | $3,885-45.2% |
| Admin fee / account holder | $1,720 | $14,721-88.3% | $39,333-95.6% | $12,263-86.0% |