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 | $29,585 | $51,175-42.2% | $70,515-58.0% | $75,163-60.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 13.45% | 30.02%-16.6pp | 32.77%-19.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,200 | $1,826-34.3% | $2,973-59.6% | $2,670-55.1% |
| Participant deferral / active EE | $104 | $2,849-96.3% | $4,567-97.7% | $4,125-97.5% |
| Admin fee / account holder | $613 | $4,091-85.0% | $6,412-90.4% | $5,651-89.2% |