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 | $47,872 | $89,355-46.4% | $141,162-66.1% | $72,985-34.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.75% | 111.85%-95.1pp | 71.39%-54.6pp | 81.00%-64.3pp |
| Employer contribution / active EE | $3,715 | $3,114+19.3% | $4,735-21.5% | $2,440+52.2% |
| Participant deferral / active EE | $1,139 | $5,418-79.0% | $6,709-83.0% | $3,607-68.4% |
| Admin fee / account holder | $29,415 | $5,958+393.7% | $10,261+186.7% | $5,124+474.0% |