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 | $28,924 | $78,672-63.2% | $109,143-73.5% | $85,850-66.3% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 10.06% | 25.09%-15.0pp | 25.75%-15.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $5,042 | $2,735+84.4% | $3,722+35.5% | $2,565+96.6% |
| Participant deferral / active EE | $963 | $3,467-72.2% | $4,653-79.3% | $3,952-75.6% |
| Admin fee / account holder | $615 | $5,469-88.8% | $6,752-90.9% | $6,260-90.2% |