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 | $50,402 | $100,041-49.6% | $149,718-66.3% | $70,131-28.1% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.1%-5.3pp | 69.5%+12.3pp |
| Annual return | 8.61% | 27.43%-18.8pp | 1501.63%-1493.0pp | 73.14%-64.5pp |
| Employer contribution / active EE | $1,660 | $3,662-54.7% | $5,445-69.5% | $2,342-29.1% |
| Participant deferral / active EE | $2,190 | $4,983-56.0% | $6,569-66.7% | $3,332-34.3% |
| Admin fee / account holder | $4,343 | $8,286-47.6% | $11,283-61.5% | $4,645-6.5% |