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 9-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 | $43,627 | $72,277-39.6% | $101,248-56.9% | $79,858-45.4% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 1.45% | 22.30%-20.8pp | 46.47%-45.0pp | 31.71%-30.3pp |
| Employer contribution / active EE | $11,732 | $2,692+335.9% | $3,660+220.6% | $2,471+374.8% |
| Participant deferral / active EE | $1,087 | $3,282-66.9% | $4,370-75.1% | $3,740-70.9% |
| Admin fee / account holder | $2,745 | $4,400-37.6% | $5,945-53.8% | $5,306-48.3% |