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 8-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 | $21,729 | $96,484-77.5% | $75,886-71.4% | $152,861-85.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 3.25% | 33.98%-30.7pp | 30.76%-27.5pp | 345.32%-342.1pp |
| Employer contribution / active EE | $2,055 | $3,309-37.9% | $2,500-17.8% | $4,762-56.9% |
| Participant deferral / active EE | $1,018 | $4,553-77.6% | $3,603-71.8% | $5,850-82.6% |
| Admin fee / account holder | $2,607 | $8,078-67.7% | $5,418-51.9% | $11,596-77.5% |