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 9-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 | $46,902 | $124,281-62.3% | $109,143-57.0% | $167,490-72.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.13% | 26.04%-22.9pp | 25.75%-22.6pp | 478.56%-475.4pp |
| Employer contribution / active EE | $2,985 | $4,207-29.1% | $3,722-19.8% | $4,837-38.3% |
| Participant deferral / active EE | $536 | $5,255-89.8% | $4,653-88.5% | $6,341-91.5% |
| Admin fee / account holder | $409 | $7,970-94.9% | $6,752-93.9% | $12,309-96.7% |