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 | $142,513 | $56,897+150.5% | $84,750+68.2% | $62,891+126.6% |
| Participation rate | 84.0% | 68.5%+15.5pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | 4.07% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $22,577 | $2,400+840.8% | $3,574+531.7% | $2,281+889.8% |
| Participant deferral / active EE | $1,051 | $2,709-61.2% | $3,712-71.7% | $3,203-67.2% |
| Admin fee / account holder | $17,052 | $3,581+376.2% | $5,332+219.8% | $4,296+297.0% |