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 | $11,369 | $37,426-69.6% | $77,482-85.3% | $79,858-85.8% |
| Participation rate | 97.3% | 41.5%+55.8pp | 54.2%+43.1pp | 69.6%+27.6pp |
| Annual return | 4.08% | 39.70%-35.6pp | 54.79%-50.7pp | 31.71%-27.6pp |
| Employer contribution / active EE | $685 | $637+7.6% | $986-30.6% | $2,471-72.3% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $457 | $2,504-81.7% | $2,858-84.0% | $5,306-91.4% |