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 | $25,240 | $63,346-60.2% | $92,233-72.6% | $70,131-64.0% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 10.98% | 530.12%-519.1pp | 176.28%-165.3pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,216 | $2,471-50.8% | $3,679-66.9% | $2,342-48.1% |
| Participant deferral / active EE | $1,072 | $2,854-62.4% | $3,897-72.5% | $3,332-67.8% |
| Admin fee / account holder | $3,958 | $3,840+3.1% | $5,194-23.8% | $4,645-14.8% |