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 | $39,368 | $57,281-31.3% | $86,612-54.5% | $75,163-47.6% |
| Participation rate | 73.3% | 63.2%+10.1pp | 71.7%+1.6pp | 67.2%+6.1pp |
| Annual return | 8.18% | 2670.75%-2662.6pp | 591.07%-582.9pp | 160.62%-152.4pp |
| Employer contribution / active EE | $3,938 | $2,314+70.1% | $3,022+30.3% | $2,670+47.5% |
| Participant deferral / active EE | $395 | $3,318-88.1% | $4,438-91.1% | $4,125-90.4% |
| Admin fee / account holder | $4,465 | $4,112+8.6% | $5,614-20.5% | $5,651-21.0% |