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 7-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 | $20,778 | $73,933-71.9% | $96,683-78.5% | $75,163-72.4% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.1pp |
| Annual return | 12.58% | 26.70%-14.1pp | 35.69%-23.1pp | 160.62%-148.0pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $914 | $3,659-75.0% | $4,878-81.3% | $4,125-77.8% |
| Admin fee / account holder | $1,756 | $5,216-66.3% | $6,730-73.9% | $5,651-68.9% |