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 | $119,115 | $111,754+6.6% | $103,333+15.3% | $145,922-18.4% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 4.59% | 24.77%-20.2pp | 24.88%-20.3pp | 561.29%-556.7pp |
| Employer contribution / active EE | $19,004 | $4,212+351.1% | $3,868+391.3% | $4,660+307.8% |
| Participant deferral / active EE | $822 | $5,619-85.4% | $5,057-83.7% | $6,688-87.7% |
| Admin fee / account holder | $347,207 | $9,750+3461.0% | $8,355+4055.8% | $13,397+2491.7% |