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 | $37,290 | $109,359-65.9% | $162,163-77.0% | $72,985-48.9% |
| Participation rate | 73.8% | 84.3%-10.4pp | 87.6%-13.7pp | 69.5%+4.3pp |
| Annual return | 1.19% | 25.46%-24.3pp | 115.59%-114.4pp | 81.00%-79.8pp |
| Employer contribution / active EE | $1,406 | $3,907-64.0% | $5,614-75.0% | $2,440-42.4% |
| Participant deferral / active EE | $2,197 | $5,481-59.9% | $7,298-69.9% | $3,607-39.1% |
| Admin fee / account holder | $2,879 | $7,972-63.9% | $10,843-73.4% | $5,124-43.8% |