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 | $51,587 | $70,428-26.8% | $96,562-46.6% | $85,850-39.9% |
| Participation rate | 98.4% | 61.8%+36.6pp | 69.8%+28.6pp | 69.3%+29.1pp |
| Annual return | 10.33% | 18.59%-8.3pp | 37.78%-27.5pp | 318.53%-308.2pp |
| Employer contribution / active EE | $3,500 | $1,413+147.7% | $2,356+48.5% | $2,565+36.4% |
| Participant deferral / active EE | $559 | $2,894-80.7% | $3,849-85.5% | $3,952-85.9% |
| Admin fee / account holder | $7,063 | $4,997+41.4% | $6,181+14.3% | $6,260+12.8% |