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 | $14,899 | $48,230-69.1% | $67,502-77.9% | $80,856-81.6% |
| Participation rate | 76.9% | 66.4%+10.6pp | 72.9%+4.0pp | 67.6%+9.3pp |
| Annual return | 11.07% | 18.28%-7.2pp | 3512.12%-3501.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $670 | $2,020-66.8% | $2,731-75.5% | $2,755-75.7% |
| Participant deferral / active EE | $599 | $2,924-79.5% | $4,000-85.0% | $4,296-86.1% |
| Admin fee / account holder | $769 | $3,681-79.1% | $3,998-80.8% | $6,918-88.9% |