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 | $6,924 | $97,125-92.9% | $86,233-92.0% | $137,256-95.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 4.79% | 74.19%-69.4pp | 61.39%-56.6pp | 220.34%-215.6pp |
| Employer contribution / active EE | $412 | $2,841-85.5% | $2,504-83.6% | $4,156-90.1% |
| Participant deferral / active EE | $736 | $5,180-85.8% | $4,559-83.9% | $6,407-88.5% |
| Admin fee / account holder | $14,042 | $9,725+44.4% | $8,342+68.3% | $12,270+14.4% |