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 | $22,427 | $77,899-71.2% | $149,673-85.0% | $75,163-70.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 4.77% | 31.72%-27.0pp | 134.42%-129.6pp | 160.62%-155.9pp |
| Employer contribution / active EE | $3,794 | $3,137+20.9% | $4,818-21.3% | $2,670+42.1% |
| Participant deferral / active EE | $302 | $3,411-91.2% | $5,680-94.7% | $4,125-92.7% |
| Admin fee / account holder | $679 | $5,956-88.6% | $13,210-94.9% | $5,651-88.0% |