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 | $107,679 | $95,803+12.4% | $113,168-4.8% | $84,808+27.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 10.04% | 25.00%-15.0pp | 24.27%-14.2pp | 40.90%-30.9pp |
| Employer contribution / active EE | $4,634 | $2,360+96.3% | $2,975+55.7% | $2,631+76.1% |
| Participant deferral / active EE | $1,949 | $4,242-54.1% | $5,107-61.8% | $4,212-53.7% |
| Admin fee / account holder | $4,648 | $8,989-48.3% | $12,068-61.5% | $7,344-36.7% |