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 | $25,451 | $70,669-64.0% | $169,368-85.0% | $75,163-66.1% |
| Participation rate | 96.6% | 64.8%+31.8pp | 77.1%+19.5pp | 67.2%+29.4pp |
| Annual return | 12.78% | 36.36%-23.6pp | 405.60%-392.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,108 | $2,211-4.6% | $4,013-47.5% | $2,670-21.0% |
| Participant deferral / active EE | $1,048 | $4,311-75.7% | $6,221-83.2% | $4,125-74.6% |
| Admin fee / account holder | $8,318 | $5,402+54.0% | $9,003-7.6% | $5,651+47.2% |