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 | $80,355 | $91,538-12.2% | $129,995-38.2% | $75,163+6.9% |
| Participation rate | 92.6% | 71.4%+21.2pp | 78.5%+14.1pp | 67.2%+25.4pp |
| Annual return | 9.57% | -631.11%+640.7pp | -137.18%+146.7pp | 160.62%-151.0pp |
| Employer contribution / active EE | $8,314 | $2,845+192.2% | $4,320+92.5% | $2,670+211.4% |
| Participant deferral / active EE | $528 | $4,341-87.8% | $5,820-90.9% | $4,125-87.2% |
| Admin fee / account holder | $8,243 | $6,790+21.4% | $10,614-22.3% | $5,651+45.9% |