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 | $45,811 | $89,753-49.0% | $107,525-57.4% | $84,808-46.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.79% | 29.48%-17.7pp | 181.32%-169.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $10,315 | $3,113+231.3% | $3,754+174.8% | $2,631+292.0% |
| Participant deferral / active EE | $676 | $4,056-83.3% | $5,116-86.8% | $4,212-83.9% |
| Admin fee / account holder | $4,454 | $7,222-38.3% | $8,919-50.1% | $7,344-39.4% |