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 | $57,881 | $89,753-35.5% | $107,525-46.2% | $84,808-31.8% |
| Participation rate | 93.0% | 68.1%+24.9pp | 75.1%+17.9pp | 68.3%+24.6pp |
| Annual return | 12.04% | 29.48%-17.4pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $12,329 | $3,113+296.0% | $3,754+228.5% | $2,631+368.6% |
| Participant deferral / active EE | $1,180 | $4,056-70.9% | $5,116-76.9% | $4,212-72.0% |
| Admin fee / account holder | $9,509 | $7,222+31.7% | $8,919+6.6% | $7,344+29.5% |