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 | $54,332 | $98,240-44.7% | $82,313-34.0% | $147,584-63.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 3.88% | 30.85%-27.0pp | 25.88%-22.0pp | 578.55%-574.7pp |
| Employer contribution / active EE | $11,667 | $3,192+265.5% | $2,428+380.4% | $4,876+139.3% |
| Participant deferral / active EE | $999 | $4,383-77.2% | $3,706-73.0% | $5,439-81.6% |
| Admin fee / account holder | $10,073 | $8,563+17.6% | $5,608+79.6% | $10,885-7.5% |