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 | $34,998 | $117,983-70.3% | $101,794-65.6% | $142,382-75.4% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.2%+25.3pp | 80.1%+14.3pp |
| Annual return | 6.17% | 36.92%-30.7pp | 30.53%-24.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $1,073 | $2,773-61.3% | $2,289-53.1% | $4,299-75.1% |
| Participant deferral / active EE | $350 | $4,714-92.6% | $4,084-91.4% | $6,507-94.6% |
| Admin fee / account holder | $2,496 | $10,433-76.1% | $8,777-71.6% | $12,624-80.2% |