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 | $28,689 | $52,681-45.5% | $75,781-62.1% | $59,632-51.9% |
| Participation rate | 95.1% | 67.2%+27.9pp | 75.8%+19.3pp | 68.7%+26.5pp |
| Annual return | -4.06% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $13,850 | $2,193+531.4% | $3,323+316.7% | $2,203+528.8% |
| Participant deferral / active EE | $832 | $2,591-67.9% | $3,651-77.2% | $3,192-73.9% |
| Admin fee / account holder | $2,459 | $3,610-31.9% | $5,299-53.6% | $4,297-42.8% |