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 | $247,207 | $83,477+196.1% | $125,175+97.5% | $72,985+238.7% |
| Participation rate | 92.1% | 73.3%+18.8pp | 79.8%+12.3pp | 69.5%+22.6pp |
| Annual return | 5.19% | 25.78%-20.6pp | 43.79%-38.6pp | 81.00%-75.8pp |
| Employer contribution / active EE | $12,250 | $2,345+422.3% | $3,865+216.9% | $2,440+402.1% |
| Participant deferral / active EE | $958 | $3,585-73.3% | $4,937-80.6% | $3,607-73.4% |
| Admin fee / account holder | $9,316 | $5,517+68.9% | $9,702-4.0% | $5,124+81.8% |