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 | $37,221 | $56,114-33.7% | $96,139-61.3% | $85,850-56.6% |
| Participation rate | 95.9% | 56.7%+39.2pp | 68.4%+27.5pp | 69.3%+26.6pp |
| Annual return | 10.28% | 42.30%-32.0pp | 191.94%-181.7pp | 318.53%-308.2pp |
| Employer contribution / active EE | $5,809 | $1,620+258.6% | $2,797+107.7% | $2,565+126.4% |
| Participant deferral / active EE | $406 | $2,859-85.8% | $4,349-90.7% | $3,952-89.7% |
| Admin fee / account holder | $770 | $3,768-79.6% | $5,537-86.1% | $6,260-87.7% |