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 | $19,734 | $52,681-62.5% | $75,781-74.0% | $59,632-66.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.18% | 2.95%-6.1pp | 9.68%-12.9pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $7,006 | $2,193+219.4% | $3,323+110.8% | $2,203+218.1% |
| Participant deferral / active EE | $750 | $2,591-71.1% | $3,651-79.5% | $3,192-76.5% |
| Admin fee / account holder | $809 | $3,610-77.6% | $5,299-84.7% | $4,297-81.2% |