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 | $14,658 | $46,553-68.5% | $64,056-77.1% | $75,163-80.5% |
| Participation rate | 95.9% | 65.9%+30.0pp | 72.3%+23.6pp | 67.2%+28.7pp |
| Annual return | 8.05% | 26.03%-18.0pp | 33.69%-25.6pp | 160.62%-152.6pp |
| Employer contribution / active EE | $1,056 | $1,974-46.5% | $2,747-61.6% | $2,670-60.5% |
| Participant deferral / active EE | $55 | $2,837-98.1% | $3,880-98.6% | $4,125-98.7% |
| Admin fee / account holder | $754 | $2,952-74.4% | $3,068-75.4% | $5,651-86.7% |