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 | $25,587 | $89,753-71.5% | $107,525-76.2% | $84,808-69.8% |
| Participation rate | 80.6% | 68.1%+12.6pp | 75.1%+5.6pp | 68.3%+12.3pp |
| Annual return | 10.33% | 29.48%-19.1pp | 181.32%-171.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,602 | $4,056-60.5% | $5,116-68.7% | $4,212-62.0% |
| Admin fee / account holder | $1,941 | $7,222-73.1% | $8,919-78.2% | $7,344-73.6% |