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 | $37,382 | $67,606-44.7% | $82,313-54.6% | $70,131-46.7% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.9%+19.7pp | 69.5%+27.0pp |
| Annual return | 10.09% | 21.57%-11.5pp | 25.88%-15.8pp | 73.14%-63.1pp |
| Employer contribution / active EE | $2,705 | $1,755+54.2% | $2,428+11.4% | $2,342+15.5% |
| Participant deferral / active EE | $1,186 | $2,987-60.3% | $3,706-68.0% | $3,332-64.4% |
| Admin fee / account holder | $998 | $4,512-77.9% | $5,608-82.2% | $4,645-78.5% |