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 | $76,684 | $53,127+44.3% | $86,590-11.4% | $70,131+9.3% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.5pp | 69.5%+27.5pp |
| Annual return | 12.10% | 27.66%-15.6pp | 964.84%-952.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $7,330 | $2,068+254.4% | $2,839+158.2% | $2,342+212.9% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,533 | $3,585-29.4% | $4,906-48.4% | $4,645-45.5% |