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 | $19,551 | $85,006-77.0% | $76,190-74.3% | $145,922-86.6% |
| Participation rate | 91.7% | 82.9%+8.8pp | 79.3%+12.4pp | 80.3%+11.4pp |
| Annual return | -4.30% | 13.11%-17.4pp | 13.78%-18.1pp | 561.29%-565.6pp |
| Employer contribution / active EE | $1,533 | $5,265-70.9% | $4,578-66.5% | $4,660-67.1% |
| Participant deferral / active EE | $1,486 | $6,392-76.8% | $5,474-72.9% | $6,688-77.8% |
| Admin fee / account holder | $1,809 | $5,760-68.6% | $5,123-64.7% | $13,397-86.5% |