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 | $157,267 | $135,952+15.7% | $123,892+26.9% | $273,961-42.6% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 0.88% | 56.63%-55.7pp | 47.52%-46.6pp | 41.45%-40.6pp |
| Employer contribution / active EE | $15,685 | $5,170+203.4% | $4,617+239.7% | $4,869+222.2% |
| Participant deferral / active EE | $1,167 | $6,343-81.6% | $5,984-80.5% | $5,287-77.9% |
| Admin fee / account holder | $3,775 | $9,817-61.5% | $8,357-54.8% | $10,132-62.7% |