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 | $160,426 | $90,503+77.3% | $78,689+103.9% | $273,961-41.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.66% | 75.60%-74.9pp | 62.18%-61.5pp | 41.45%-40.8pp |
| Employer contribution / active EE | $13,438 | $3,176+323.1% | $2,851+371.4% | $4,869+176.0% |
| Participant deferral / active EE | $375 | $3,901-90.4% | $3,517-89.3% | $5,287-92.9% |
| Admin fee / account holder | $4,409 | $5,263-16.2% | $4,510-2.2% | $10,132-56.5% |