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 | $111,242 | $85,766+29.7% | $136,294-18.4% | $70,131+58.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.01% | 31.45%-19.4pp | 5155.94%-5143.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $5,713 | $2,966+92.6% | $4,695+21.7% | $2,342+143.9% |
| Participant deferral / active EE | $1,737 | $5,051-65.6% | $6,247-72.2% | $3,332-47.9% |
| Admin fee / account holder | $14,986 | $5,420+176.5% | $9,243+62.1% | $4,645+222.6% |