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 | $57,099 | $121,625-53.1% | $104,607-45.4% | $158,922-64.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 2.04% | 465.26%-463.2pp | 340.46%-338.4pp | 302.83%-300.8pp |
| Employer contribution / active EE | $2,250 | $3,163-28.9% | $2,681-16.1% | $4,761-52.7% |
| Participant deferral / active EE | $148 | $4,177-96.5% | $3,740-96.0% | $5,982-97.5% |
| Admin fee / account holder | $3,177 | $7,787-59.2% | $6,473-50.9% | $11,246-71.8% |