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 | $28,674 | $95,416-69.9% | $185,823-84.6% | $85,850-66.6% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 11.09% | 23.59%-12.5pp | 122.05%-111.0pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,583 | $3,314-52.2% | $5,167-69.4% | $2,565-38.3% |
| Participant deferral / active EE | $824 | $3,423-75.9% | $5,568-85.2% | $3,952-79.1% |
| Admin fee / account holder | $5,225 | $7,213-27.6% | $16,237-67.8% | $6,260-16.5% |