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 | $22,580 | $108,919-79.3% | $100,391-77.5% | $145,922-84.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 8.65% | 57.88%-49.2pp | 49.20%-40.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $411 | $4,419-90.7% | $3,942-89.6% | $4,660-91.2% |
| Participant deferral / active EE | $851 | $8,445-89.9% | $8,082-89.5% | $6,688-87.3% |
| Admin fee / account holder | $482 | $9,689-95.0% | $7,899-93.9% | $13,397-96.4% |