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 | $25,655 | $124,281-79.4% | $109,143-76.5% | $167,490-84.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.50% | 26.04%-19.5pp | 25.75%-19.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $2,522 | $4,207-40.1% | $3,722-32.2% | $4,837-47.9% |
| Participant deferral / active EE | $478 | $5,255-90.9% | $4,653-89.7% | $6,341-92.5% |
| Admin fee / account holder | $709 | $7,970-91.1% | $6,752-89.5% | $12,309-94.2% |