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 | $63,797 | $95,453-33.2% | $112,040-43.1% | $82,448-22.6% |
| Participation rate | 87.0% | 72.8%+14.2pp | 76.5%+10.5pp | 68.1%+18.9pp |
| Annual return | 12.22% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,023 | $2,318+30.4% | $2,954+2.3% | $2,551+18.5% |
| Participant deferral / active EE | $891 | $4,224-78.9% | $5,098-82.5% | $4,139-78.5% |
| Admin fee / account holder | $7,782 | $9,013-13.7% | $12,098-35.7% | $7,234+7.6% |