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 | $14,717 | $48,795-69.8% | $65,493-77.5% | $84,808-82.6% |
| Participation rate | 88.5% | 67.0%+21.5pp | 73.1%+15.4pp | 68.3%+20.2pp |
| Annual return | 11.44% | 20.20%-8.8pp | 982.45%-971.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,061 | $1,930-45.0% | $2,574-58.8% | $2,631-59.7% |
| Participant deferral / active EE | $49 | $2,928-98.3% | $3,961-98.8% | $4,212-98.8% |
| Admin fee / account holder | $2,353 | $3,877-39.3% | $5,028-53.2% | $7,344-68.0% |