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 | $36,589 | $102,317-64.2% | $146,958-75.1% | $80,856-54.7% |
| Participation rate | 84.4% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 9.11% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $939 | $3,713-74.7% | $4,933-81.0% | $2,755-65.9% |
| Participant deferral / active EE | $2,446 | $6,644-63.2% | $8,070-69.7% | $4,296-43.1% |
| Admin fee / account holder | $8,742 | $7,941+10.1% | $12,998-32.7% | $6,918+26.4% |