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 | $63,010 | $58,234+8.2% | $81,783-23.0% | $80,874-22.1% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.4%+16.5pp | 67.6%+21.2pp |
| Annual return | 9.64% | 41.70%-32.1pp | 775.05%-765.4pp | 35.62%-26.0pp |
| Employer contribution / active EE | $370 | $2,341-84.2% | $2,913-87.3% | $2,756-86.6% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,034 | $4,982-59.2% | $7,380-72.4% | $6,935-70.7% |