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 | $217,973 | $111,301+95.8% | $112,977+92.9% | $158,922+37.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | -3.96% | 26.40%-30.4pp | 24.24%-28.2pp | 302.83%-306.8pp |
| Employer contribution / active EE | $12,790 | $4,471+186.0% | $4,255+200.6% | $4,761+168.6% |
| Participant deferral / active EE | $1,656 | $5,880-71.8% | $5,836-71.6% | $5,982-72.3% |
| Admin fee / account holder | $2,804 | $8,392-66.6% | $6,294-55.5% | $11,246-75.1% |