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 | $91,125 | $106,584-14.5% | $101,326-10.1% | $142,382-36.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 12.08% | 36.93%-24.8pp | 36.82%-24.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,535 | $3,956+14.6% | $3,665+23.7% | $4,299+5.5% |
| Participant deferral / active EE | $1,064 | $8,297-87.2% | $7,994-86.7% | $6,507-83.7% |
| Admin fee / account holder | $2,712 | $11,446-76.3% | $11,185-75.8% | $12,624-78.5% |