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 | $75,570 | $108,825-30.6% | $156,181-51.6% | $82,448-8.3% |
| Participation rate | 97.6% | 72.4%+25.2pp | 78.8%+18.7pp | 68.1%+29.5pp |
| Annual return | 5.23% | 20.59%-15.4pp | 64.87%-59.6pp | 41.64%-36.4pp |
| Employer contribution / active EE | $14,634 | $2,870+409.9% | $4,294+240.8% | $2,551+473.7% |
| Participant deferral / active EE | $1,831 | $4,577-60.0% | $6,132-70.1% | $4,139-55.8% |
| Admin fee / account holder | $10,338 | $9,341+10.7% | $14,586-29.1% | $7,234+42.9% |