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 3-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 | $15,107 | $99,877-84.9% | $84,966-82.2% | $145,922-89.6% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 5.03% | 83.76%-78.7pp | 66.38%-61.4pp | 561.29%-556.3pp |
| Employer contribution / active EE | $7,946 | $3,231+145.9% | $2,727+191.4% | $4,660+70.5% |
| Participant deferral / active EE | $381 | $5,291-92.8% | $4,519-91.6% | $6,688-94.3% |
| Admin fee / account holder | $5,525 | $7,248-23.8% | $6,149-10.1% | $13,397-58.8% |