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 | $83,573 | $65,365+27.9% | $92,893-10.0% | $72,985+14.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 5.01% | 42.10%-37.1pp | 109.41%-104.4pp | 81.00%-76.0pp |
| Employer contribution / active EE | $11,575 | $2,594+346.2% | $3,653+216.9% | $2,440+374.4% |
| Participant deferral / active EE | $815 | $3,128-73.9% | $4,236-80.8% | $3,607-77.4% |
| Admin fee / account holder | $10,066 | $4,251+136.8% | $5,794+73.7% | $5,124+96.4% |