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 | $37,885 | $124,281-69.5% | $109,143-65.3% | $167,490-77.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.56% | 26.04%-16.5pp | 25.75%-16.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $4,671 | $4,207+11.0% | $3,722+25.5% | $4,837-3.4% |
| Participant deferral / active EE | $986 | $5,255-81.2% | $4,653-78.8% | $6,341-84.4% |
| Admin fee / account holder | $7,585 | $7,970-4.8% | $6,752+12.3% | $12,309-38.4% |