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 | $23,358 | $102,616-77.2% | $81,983-71.5% | $158,922-85.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 0.14% | 61.04%-60.9pp | 41.31%-41.2pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,963 | $3,240-39.4% | $2,498-21.4% | $4,761-58.8% |
| Participant deferral / active EE | $977 | $4,648-79.0% | $3,722-73.7% | $5,982-83.7% |
| Admin fee / account holder | $981 | $8,235-88.1% | $5,664-82.7% | $11,246-91.3% |