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 | $44,278 | $61,605-28.1% | $112,229-60.5% | $75,163-41.1% |
| Participation rate | 91.9% | 61.7%+30.2pp | 72.4%+19.5pp | 67.2%+24.7pp |
| Annual return | 9.76% | 28.47%-18.7pp | 30.20%-20.4pp | 160.62%-150.9pp |
| Employer contribution / active EE | $1,453 | $2,015-27.9% | $3,430-57.6% | $2,670-45.6% |
| Participant deferral / active EE | $905 | $3,108-70.9% | $4,798-81.1% | $4,125-78.1% |
| Admin fee / account holder | $6,147 | $4,862+26.4% | $7,748-20.7% | $5,651+8.8% |