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 3-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 | $7,750 | $25,014-69.0% | $69,647-88.9% | $80,856-90.4% |
| Participation rate | 92.6% | 64.2%+28.3pp | 66.5%+26.1pp | 67.6%+25.0pp |
| Annual return | 4.13% | 19.07%-14.9pp | 100.48%-96.4pp | 35.59%-31.5pp |
| Employer contribution / active EE | $5,260 | $993+429.7% | $1,712+207.2% | $2,755+90.9% |
| Participant deferral / active EE | $376 | $1,839-79.6% | $2,886-87.0% | $4,296-91.3% |
| Admin fee / account holder | $657 | $2,488-73.6% | $4,713-86.1% | $6,918-90.5% |