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 | $49,138 | $93,571-47.5% | $135,903-63.8% | $75,163-34.6% |
| Participation rate | 93.3% | 75.2%+18.2pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 10.93% | 30.90%-20.0pp | 68.23%-57.3pp | 160.62%-149.7pp |
| Employer contribution / active EE | $4,182 | $3,537+18.3% | $4,856-13.9% | $2,670+56.7% |
| Participant deferral / active EE | $2,435 | $6,404-62.0% | $7,758-68.6% | $4,125-41.0% |
| Admin fee / account holder | $5,723 | $6,975-18.0% | $10,762-46.8% | $5,651+1.3% |