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 5-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 | $11,904 | $105,126-88.7% | $94,646-87.4% | $139,434-91.5% |
| Participation rate | 84.2% | 82.4%+1.9pp | 80.8%+3.4pp | 80.3%+3.9pp |
| Annual return | 7.10% | 38.03%-30.9pp | 156.71%-149.6pp | 372.94%-365.8pp |
| Employer contribution / active EE | $3,631 | $4,106-11.6% | $3,672-1.1% | $4,751-23.6% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $333 | $8,984-96.3% | $7,231-95.4% | $11,403-97.1% |