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 | $7,956 | $56,060-85.8% | $76,002-89.5% | $80,874-90.2% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 5.88% | 20.54%-14.7pp | 360.07%-354.2pp | 35.62%-29.7pp |
| Employer contribution / active EE | $2,366 | $1,873+26.3% | $2,688-12.0% | $2,756-14.1% |
| Participant deferral / active EE | $264 | $3,051-91.4% | $4,257-93.8% | $4,297-93.9% |
| Admin fee / account holder | $1,772 | $5,237-66.2% | $6,414-72.4% | $6,935-74.5% |