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 | $61,707 | $109,881-43.8% | $150,045-58.9% | $84,808-27.2% |
| Participation rate | 84.7% | 76.1%+8.7pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 13.11% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,568 | $3,561+28.3% | $4,693-2.7% | $2,631+73.6% |
| Participant deferral / active EE | $2,380 | $6,636-64.1% | $7,997-70.2% | $4,212-43.5% |
| Admin fee / account holder | $2,236 | $8,568-73.9% | $13,435-83.4% | $7,344-69.5% |