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 | $25,219 | $73,933-65.9% | $96,683-73.9% | $75,163-66.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.75% | 26.70%-15.9pp | 35.69%-24.9pp | 160.62%-149.9pp |
| Employer contribution / active EE | $4,928 | $2,928+68.3% | $3,737+31.9% | $2,670+84.6% |
| Participant deferral / active EE | $900 | $3,659-75.4% | $4,878-81.6% | $4,125-78.2% |
| Admin fee / account holder | $3,228 | $5,216-38.1% | $6,730-52.0% | $5,651-42.9% |