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 | $29,053 | $118,680-75.5% | $98,907-70.6% | $158,922-81.7% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 2.32% | 372.35%-370.0pp | 196.43%-194.1pp | 302.83%-300.5pp |
| Employer contribution / active EE | $1,296 | $3,333-61.1% | $2,689-51.8% | $4,761-72.8% |
| Participant deferral / active EE | $1,252 | $5,088-75.4% | $4,244-70.5% | $5,982-79.1% |
| Admin fee / account holder | $1,218 | $10,131-88.0% | $6,642-81.7% | $11,246-89.2% |