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 | $45,386 | $62,573-27.5% | $85,682-47.0% | $85,850-47.1% |
| Participation rate | 94.6% | 61.1%+33.5pp | 69.9%+24.8pp | 69.3%+25.3pp |
| Annual return | 9.78% | 23.77%-14.0pp | 21.49%-11.7pp | 318.53%-308.8pp |
| Employer contribution / active EE | $5,797 | $1,757+230.0% | $2,618+121.4% | $2,565+126.0% |
| Participant deferral / active EE | $526 | $2,802-81.2% | $3,923-86.6% | $3,952-86.7% |
| Admin fee / account holder | $2,247 | $4,640-51.6% | $6,873-67.3% | $6,260-64.1% |