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 | $23,144 | $111,301-79.2% | $112,977-79.5% | $158,922-85.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 4.22% | 26.40%-22.2pp | 24.24%-20.0pp | 302.83%-298.6pp |
| Employer contribution / active EE | $3,314 | $4,471-25.9% | $4,255-22.1% | $4,761-30.4% |
| Participant deferral / active EE | $628 | $5,880-89.3% | $5,836-89.2% | $5,982-89.5% |
| Admin fee / account holder | $755 | $8,392-91.0% | $6,294-88.0% | $11,246-93.3% |