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 | $21,574 | $52,279-58.7% | $89,391-75.9% | $79,858-73.0% |
| Participation rate | 97.4% | 57.5%+39.9pp | 68.0%+29.5pp | 69.6%+27.8pp |
| Annual return | 10.01% | 22.16%-12.2pp | 245.62%-235.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,032 | $1,572+29.3% | $2,586-21.4% | $2,471-17.8% |
| Participant deferral / active EE | $362 | $2,740-86.8% | $3,890-90.7% | $3,740-90.3% |
| Admin fee / account holder | $1,586 | $3,356-52.7% | $4,881-67.5% | $5,306-70.1% |