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 | $43,386 | $125,758-65.5% | $169,993-74.5% | $75,163-42.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 6.89% | 27.20%-20.3pp | 53.37%-46.5pp | 160.62%-153.7pp |
| Employer contribution / active EE | $1,539 | $4,615-66.6% | $6,785-77.3% | $2,670-42.3% |
| Participant deferral / active EE | $2,384 | $6,837-65.1% | $10,408-77.1% | $4,125-42.2% |
| Admin fee / account holder | $3,706 | $8,173-54.7% | $12,815-71.1% | $5,651-34.4% |