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 | $16,594 | $87,540-81.0% | $75,781-78.1% | $125,391-86.8% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -4.80% | 13.48%-18.3pp | 9.68%-14.5pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,428 | $3,930-63.7% | $3,323-57.0% | $4,866-70.7% |
| Participant deferral / active EE | $598 | $4,229-85.9% | $3,651-83.6% | $5,352-88.8% |
| Admin fee / account holder | $4,099 | $6,502-36.9% | $5,299-22.6% | $9,540-57.0% |