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 | $57,397 | $89,753-36.1% | $107,525-46.6% | $84,808-32.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.16% | 29.48%-17.3pp | 181.32%-169.2pp | 40.90%-28.7pp |
| Employer contribution / active EE | $13,243 | $3,113+325.4% | $3,754+252.8% | $2,631+403.4% |
| Participant deferral / active EE | $1,364 | $4,056-66.4% | $5,116-73.3% | $4,212-67.6% |
| Admin fee / account holder | $2,567 | $7,222-64.5% | $8,919-71.2% | $7,344-65.0% |