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 | $84,762 | $106,515-20.4% | $96,683-12.3% | $139,434-39.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 10.88% | 38.43%-27.5pp | 35.69%-24.8pp | 372.94%-362.1pp |
| Employer contribution / active EE | $7,467 | $4,103+82.0% | $3,737+99.8% | $4,751+57.2% |
| Participant deferral / active EE | $489 | $5,454-91.0% | $4,878-90.0% | $6,710-92.7% |
| Admin fee / account holder | $466 | $7,877-94.1% | $6,730-93.1% | $11,403-95.9% |