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 | $77,973 | $105,181-25.9% | $159,436-51.1% | $85,850-9.2% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.8%-8.5pp | 69.3%+5.0pp |
| Annual return | 11.95% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $671 | $3,318-79.8% | $4,829-86.1% | $2,565-73.9% |
| Participant deferral / active EE | $1,416 | $5,945-76.2% | $7,352-80.7% | $3,952-64.2% |
| Admin fee / account holder | $21,245 | $6,933+206.4% | $10,799+96.7% | $6,260+239.4% |