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 | $18,936 | $80,717-76.5% | $154,803-87.8% | $84,808-77.7% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 8.63% | 37.96%-29.3pp | 58.88%-50.3pp | 40.90%-32.3pp |
| Employer contribution / active EE | $432 | $2,761-84.4% | $4,305-90.0% | $2,631-83.6% |
| Participant deferral / active EE | $864 | $3,303-73.9% | $5,540-84.4% | $4,212-79.5% |
| Admin fee / account holder | $3,350 | $6,746-50.3% | $14,329-76.6% | $7,344-54.4% |