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 | $24,673 | $72,012-65.7% | $185,823-86.7% | $79,858-69.1% |
| Participation rate | 96.4% | 65.8%+30.7pp | 78.0%+18.4pp | 69.6%+26.8pp |
| Annual return | 11.42% | 23.12%-11.7pp | 35.95%-24.5pp | 31.71%-20.3pp |
| Employer contribution / active EE | $778 | $1,965-60.4% | $4,087-81.0% | $2,471-68.5% |
| Participant deferral / active EE | $891 | $3,779-76.4% | $5,632-84.2% | $3,740-76.2% |
| Admin fee / account holder | $663 | $4,513-85.3% | $9,500-93.0% | $5,306-87.5% |