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 | $52,417 | $77,145-32.1% | $108,410-51.6% | $85,850-38.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.30% | 44.54%-33.2pp | 905.27%-894.0pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,194 | $2,379-49.8% | $3,558-66.5% | $2,565-53.5% |
| Participant deferral / active EE | $2,018 | $5,566-63.7% | $6,563-69.2% | $3,952-48.9% |
| Admin fee / account holder | $795 | $5,172-84.6% | $7,295-89.1% | $6,260-87.3% |