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 | $36,364 | $85,766-57.6% | $136,294-73.3% | $70,131-48.1% |
| Participation rate | 79.1% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 12.38% | 31.45%-19.1pp | 5155.94%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,004 | $2,966-66.1% | $4,695-78.6% | $2,342-57.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $488 | $5,420-91.0% | $9,243-94.7% | $4,645-89.5% |