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 | $231,411 | $118,450+95.4% | $98,439+135.1% | $139,434+66.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 1.53% | 18.94%-17.4pp | 21.16%-19.6pp | 372.94%-371.4pp |
| Employer contribution / active EE | $7,692 | $3,609+113.1% | $3,048+152.4% | $4,751+61.9% |
| Participant deferral / active EE | $704 | $5,392-87.0% | $4,738-85.2% | $6,710-89.5% |
| Admin fee / account holder | $1,584 | $14,026-88.7% | $8,948-82.3% | $11,403-86.1% |