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 9-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 | $30,118 | $127,065-76.3% | $113,168-73.4% | $142,382-78.8% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 7.36% | 24.03%-16.7pp | 24.27%-16.9pp | 217.08%-209.7pp |
| Employer contribution / active EE | $969 | $3,442-71.8% | $2,975-67.4% | $4,299-77.5% |
| Participant deferral / active EE | $1,693 | $5,716-70.4% | $5,107-66.9% | $6,507-74.0% |
| Admin fee / account holder | $940 | $15,736-94.0% | $12,068-92.2% | $12,624-92.6% |