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 | $18,450 | $65,365-71.8% | $92,893-80.1% | $72,985-74.7% |
| Participation rate | 94.1% | 68.3%+25.8pp | 76.0%+18.1pp | 69.5%+24.6pp |
| Annual return | 3.80% | 42.10%-38.3pp | 109.41%-105.6pp | 81.00%-77.2pp |
| Employer contribution / active EE | $5,602 | $2,594+116.0% | $3,653+53.4% | $2,440+129.6% |
| Participant deferral / active EE | $976 | $3,128-68.8% | $4,236-77.0% | $3,607-72.9% |
| Admin fee / account holder | $680 | $4,251-84.0% | $5,794-88.3% | $5,124-86.7% |