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 | $156,643 | $112,096+39.7% | $95,952+63.3% | $158,922-1.4% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 3.54% | 171.09%-167.5pp | 91.61%-88.1pp | 302.83%-299.3pp |
| Employer contribution / active EE | $1,902 | $3,198-40.5% | $2,541-25.2% | $4,761-60.1% |
| Participant deferral / active EE | $706 | $4,784-85.2% | $4,167-83.1% | $5,982-88.2% |
| Admin fee / account holder | $10,888 | $10,130+7.5% | $6,795+60.2% | $11,246-3.2% |