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 | $13,259 | $49,227-73.1% | $70,449-81.2% | $79,858-83.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.91% | 30.06%-24.1pp | 109.03%-103.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $536 | $2,099-74.5% | $2,737-80.4% | $2,471-78.3% |
| Participant deferral / active EE | $811 | $2,768-70.7% | $3,709-78.1% | $3,740-78.3% |
| Admin fee / account holder | $2,430 | $2,878-15.6% | $3,845-36.8% | $5,306-54.2% |