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 | $59,832 | $131,829-54.6% | $108,579-44.9% | $273,961-78.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.05% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $9,183 | $4,912+86.9% | $3,758+144.4% | $4,869+88.6% |
| Participant deferral / active EE | $1,193 | $5,127-76.7% | $4,311-72.3% | $5,287-77.4% |
| Admin fee / account holder | $7,276 | $10,252-29.0% | $7,645-4.8% | $10,132-28.2% |