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 | $27,139 | $70,669-61.6% | $169,368-84.0% | $75,163-63.9% |
| Participation rate | 72.0% | 64.8%+7.2pp | 77.1%-5.1pp | 67.2%+4.8pp |
| Annual return | 10.41% | 36.36%-25.9pp | 405.60%-395.2pp | 160.62%-150.2pp |
| Employer contribution / active EE | $681 | $2,211-69.2% | $4,013-83.0% | $2,670-74.5% |
| Participant deferral / active EE | $1,180 | $4,311-72.6% | $6,221-81.0% | $4,125-71.4% |
| Admin fee / account holder | $848 | $5,402-84.3% | $9,003-90.6% | $5,651-85.0% |