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 | $44,450 | $78,422-43.3% | $95,952-53.7% | $79,858-44.3% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 1.77% | 19.37%-17.6pp | 91.61%-89.8pp | 31.71%-29.9pp |
| Employer contribution / active EE | $695 | $1,945-64.3% | $2,541-72.7% | $2,471-71.9% |
| Participant deferral / active EE | $1,349 | $3,440-60.8% | $4,167-67.6% | $3,740-63.9% |
| Admin fee / account holder | $2,064 | $5,622-63.3% | $6,795-69.6% | $5,306-61.1% |