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 | $25,978 | $93,571-72.2% | $135,903-80.9% | $75,163-65.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.16% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $855 | $3,537-75.8% | $4,856-82.4% | $2,670-68.0% |
| Participant deferral / active EE | $1,900 | $6,404-70.3% | $7,758-75.5% | $4,125-53.9% |
| Admin fee / account holder | $3,705 | $6,975-46.9% | $10,762-65.6% | $5,651-34.4% |