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 8-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 | $47,799 | $86,286-44.6% | $111,297-57.1% | $85,850-44.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.00% | 19.99%-10.0pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $933 | $2,043-54.4% | $2,731-65.8% | $2,565-63.6% |
| Participant deferral / active EE | $1,664 | $3,641-54.3% | $4,487-62.9% | $3,952-57.9% |
| Admin fee / account holder | $3,388 | $8,188-58.6% | $7,964-57.5% | $6,260-45.9% |