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 | $50,737 | $118,849-57.3% | $96,562-47.5% | $167,490-69.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 4.05% | 50.49%-46.4pp | 37.78%-33.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $9,842 | $3,120+215.5% | $2,356+317.7% | $4,837+103.5% |
| Participant deferral / active EE | $499 | $4,616-89.2% | $3,849-87.0% | $6,341-92.1% |
| Admin fee / account holder | $6,543 | $8,065-18.9% | $6,181+5.9% | $12,309-46.8% |