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 | $56,309 | $88,672-36.5% | $105,223-46.5% | $82,448-31.7% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 11.90% | 30.86%-19.0pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,021 | $3,048-33.7% | $3,689-45.2% | $2,551-20.8% |
| Participant deferral / active EE | $231 | $4,036-94.3% | $5,072-95.5% | $4,139-94.4% |
| Admin fee / account holder | $9,693 | $7,146+35.6% | $8,859+9.4% | $7,234+34.0% |