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 | $150,705 | $90,674+66.2% | $96,707+55.8% | $82,448+82.8% |
| Participation rate | 83.9% | 75.9%+7.9pp | 80.4%+3.5pp | 68.1%+15.8pp |
| Annual return | 11.40% | 49.05%-37.6pp | 34.78%-23.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $15,040 | $3,975+278.4% | $4,191+258.8% | $2,551+489.6% |
| Participant deferral / active EE | $956 | $5,696-83.2% | $5,997-84.1% | $4,139-76.9% |
| Admin fee / account holder | $5,352 | $7,568-29.3% | $7,503-28.7% | $7,234-26.0% |