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 | $124,895 | $148,978-16.2% | $200,582-37.7% | $84,808+47.3% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 11.78% | 28.16%-16.4pp | 42.33%-30.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,733 | $4,815-43.2% | $6,419-57.4% | $2,631+3.9% |
| Participant deferral / active EE | $1,927 | $7,142-73.0% | $9,331-79.3% | $4,212-54.2% |
| Admin fee / account holder | $3,389 | $13,977-75.8% | $16,305-79.2% | $7,344-53.9% |