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 | $31,726 | $105,181-69.8% | $159,436-80.1% | $85,850-63.0% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.8%-8.7pp | 69.3%+4.8pp |
| Annual return | 6.15% | 45.07%-38.9pp | 263.57%-257.4pp | 318.53%-312.4pp |
| Employer contribution / active EE | $924 | $3,318-72.2% | $4,829-80.9% | $2,565-64.0% |
| Participant deferral / active EE | $1,965 | $5,945-66.9% | $7,352-73.3% | $3,952-50.3% |
| Admin fee / account holder | $800 | $6,933-88.5% | $10,799-92.6% | $6,260-87.2% |