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 | $29,144 | $89,355-67.4% | $141,162-79.4% | $72,985-60.1% |
| Participation rate | 82.3% | 75.1%+7.2pp | 82.5%-0.2pp | 69.5%+12.8pp |
| Annual return | 17.49% | 111.85%-94.4pp | 71.39%-53.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,025 | $3,114-67.1% | $4,735-78.4% | $2,440-58.0% |
| Participant deferral / active EE | $2,122 | $5,418-60.8% | $6,709-68.4% | $3,607-41.2% |
| Admin fee / account holder | $1,909 | $5,958-68.0% | $10,261-81.4% | $5,124-62.7% |