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 | $59,106 | $78,705-24.9% | $117,854-49.8% | $70,131-15.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 6.91% | 23.30%-16.4pp | 335.08%-328.2pp | 73.14%-66.2pp |
| Employer contribution / active EE | $4,468 | $2,223+100.9% | $3,786+18.0% | $2,342+90.7% |
| Participant deferral / active EE | $278 | $3,297-91.6% | $4,482-93.8% | $3,332-91.6% |
| Admin fee / account holder | $567 | $5,065-88.8% | $8,020-92.9% | $4,645-87.8% |