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 | $83,961 | $78,672+6.7% | $109,143-23.1% | $85,850-2.2% |
| Participation rate | 90.6% | 68.3%+22.4pp | 75.9%+14.7pp | 69.3%+21.3pp |
| Annual return | 2.13% | 25.09%-23.0pp | 25.75%-23.6pp | 318.53%-316.4pp |
| Employer contribution / active EE | $16,637 | $2,735+508.3% | $3,722+347.0% | $2,565+548.6% |
| Participant deferral / active EE | $1,154 | $3,467-66.7% | $4,653-75.2% | $3,952-70.8% |
| Admin fee / account holder | $24,736 | $5,469+352.3% | $6,752+266.3% | $6,260+295.1% |