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 | $86,519 | $78,422+10.3% | $95,952-9.8% | $79,858+8.3% |
| Participation rate | 97.7% | 73.5%+24.2pp | 77.1%+20.6pp | 69.6%+28.0pp |
| Annual return | 0.02% | 19.37%-19.3pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $7,313 | $1,945+276.0% | $2,541+187.8% | $2,471+196.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,846 | $5,622+39.6% | $6,795+15.5% | $5,306+47.9% |