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 | $22,166 | $65,395-66.1% | $182,532-87.9% | $72,985-69.6% |
| Participation rate | 92.6% | 65.4%+27.2pp | 78.0%+14.6pp | 69.5%+23.1pp |
| Annual return | 17.10% | 27.68%-10.6pp | 148.54%-131.4pp | 81.00%-63.9pp |
| Employer contribution / active EE | $732 | $1,911-61.7% | $4,076-82.0% | $2,440-70.0% |
| Participant deferral / active EE | $857 | $3,563-75.9% | $5,524-84.5% | $3,607-76.2% |
| Admin fee / account holder | $1,706 | $4,245-59.8% | $8,592-80.1% | $5,124-66.7% |