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 | $41,878 | $101,317-58.7% | $146,958-71.5% | $74,495-43.8% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.2%+11.7pp | 67.2%+26.6pp |
| Annual return | 11.34% | 8730.91%-8719.6pp | 418.34%-407.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,630 | $3,810-57.2% | $4,933-67.0% | $2,623-37.9% |
| Participant deferral / active EE | $2,227 | $7,303-69.5% | $8,070-72.4% | $4,346-48.7% |
| Admin fee / account holder | $1,560 | $1,739-10.3% | $12,998-88.0% | $1,942-19.7% |