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 | $68,838 | $93,571-26.4% | $135,903-49.3% | $75,163-8.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 6.85% | 30.90%-24.1pp | 68.23%-61.4pp | 160.62%-153.8pp |
| Employer contribution / active EE | $4,500 | $3,537+27.2% | $4,856-7.3% | $2,670+68.6% |
| Participant deferral / active EE | $19 | $6,404-99.7% | $7,758-99.8% | $4,125-99.5% |
| Admin fee / account holder | $573 | $6,975-91.8% | $10,762-94.7% | $5,651-89.9% |