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 | $12,169 | $85,022-85.7% | $70,515-82.7% | $139,434-91.3% |
| Participation rate | 95.8% | 73.9%+21.9pp | 68.3%+27.5pp | 80.3%+15.5pp |
| Annual return | 7.01% | 30.38%-23.4pp | 32.77%-25.8pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,404 | $3,909-64.1% | $2,973-52.8% | $4,751-70.4% |
| Participant deferral / active EE | $695 | $5,890-88.2% | $4,567-84.8% | $6,710-89.6% |
| Admin fee / account holder | $482 | $8,906-94.6% | $6,412-92.5% | $11,403-95.8% |