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 | $9,209 | $80,717-88.6% | $154,803-94.1% | $84,808-89.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 7.00% | 37.96%-31.0pp | 58.88%-51.9pp | 40.90%-33.9pp |
| Employer contribution / active EE | $1,243 | $2,761-55.0% | $4,305-71.1% | $2,631-52.7% |
| Participant deferral / active EE | $720 | $3,303-78.2% | $5,540-87.0% | $4,212-82.9% |
| Admin fee / account holder | $369 | $6,746-94.5% | $14,329-97.4% | $7,344-95.0% |