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 | $22,713 | $63,346-64.1% | $92,233-75.4% | $70,131-67.6% |
| Participation rate | 70.8% | 68.7%+2.1pp | 76.5%-5.7pp | 69.5%+1.2pp |
| Annual return | 11.88% | 530.12%-518.2pp | 176.28%-164.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,154 | $2,471-53.3% | $3,679-68.6% | $2,342-50.7% |
| Participant deferral / active EE | $587 | $2,854-79.4% | $3,897-84.9% | $3,332-82.4% |
| Admin fee / account holder | $1,254 | $3,840-67.4% | $5,194-75.9% | $4,645-73.0% |