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 | $45,738 | $53,777-14.9% | $134,143-65.9% | $79,858-42.7% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 9.66% | 19.01%-9.4pp | 36.33%-26.7pp | 31.71%-22.1pp |
| Employer contribution / active EE | $825 | $1,321-37.6% | $3,704-77.7% | $2,471-66.6% |
| Participant deferral / active EE | $594 | $2,420-75.5% | $3,499-83.0% | $3,740-84.1% |
| Admin fee / account holder | $522 | $3,984-86.9% | $6,684-92.2% | $5,306-90.2% |