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 | $93,969 | $73,933+27.1% | $96,683-2.8% | $75,163+25.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 11.48% | 26.70%-15.2pp | 35.69%-24.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $20,803 | $2,928+610.5% | $3,737+456.7% | $2,670+679.2% |
| Participant deferral / active EE | $1,239 | $3,659-66.1% | $4,878-74.6% | $4,125-70.0% |
| Admin fee / account holder | $12,124 | $5,216+132.4% | $6,730+80.2% | $5,651+114.5% |