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 | $29,044 | $63,140-54.0% | $304,612-90.5% | $116,462-75.1% |
| Participation rate | 96.9% | 70.4%+26.5pp | 81.9%+15.0pp | 74.7%+22.2pp |
| Annual return | 10.63% | 15.04%-4.4pp | 329.91%-319.3pp | 15.65%-5.0pp |
| Employer contribution / active EE | $4,849 | $2,385+103.3% | $7,476-35.1% | $3,231+50.1% |
| Participant deferral / active EE | $0 | $2,741-100.0% | $5,388-100.0% | $3,836-100.0% |
| Admin fee / account holder | $3,605 | $7,583-52.5% | $12,962-72.2% | $12,754-71.7% |