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 | $33,888 | $126,574-73.2% | $106,213-68.1% | $145,922-76.8% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 0.67% | 224.79%-224.1pp | 116.14%-115.5pp | 561.29%-560.6pp |
| Employer contribution / active EE | $911 | $3,730-75.6% | $3,171-71.3% | $4,660-80.4% |
| Participant deferral / active EE | $911 | $5,724-84.1% | $5,016-81.8% | $6,688-86.4% |
| Admin fee / account holder | $992 | $17,304-94.3% | $11,033-91.0% | $13,397-92.6% |