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 | $97,496 | $88,672+10.0% | $105,223-7.3% | $82,448+18.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.48% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $6,326 | $3,048+107.5% | $3,689+71.5% | $2,551+148.0% |
| Participant deferral / active EE | $1,386 | $4,036-65.7% | $5,072-72.7% | $4,139-66.5% |
| Admin fee / account holder | $6,371 | $7,146-10.8% | $8,859-28.1% | $7,234-11.9% |