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 | $21,822 | $115,770-81.2% | $101,248-78.4% | $158,922-86.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 2.09% | 56.14%-54.1pp | 46.47%-44.4pp | 302.83%-300.7pp |
| Employer contribution / active EE | $7,588 | $4,175+81.8% | $3,660+107.4% | $4,761+59.4% |
| Participant deferral / active EE | $750 | $4,957-84.9% | $4,370-82.8% | $5,982-87.5% |
| Admin fee / account holder | $823 | $7,245-88.6% | $5,945-86.2% | $11,246-92.7% |