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 | $14,215 | $81,248-82.5% | $155,509-90.9% | $80,856-82.4% |
| Participation rate | 81.6% | 66.2%+15.4pp | 78.2%+3.4pp | 67.6%+14.0pp |
| Annual return | 9.59% | 33.31%-23.7pp | 64.67%-55.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,718 | $3,100-44.6% | $4,672-63.2% | $2,755-37.6% |
| Participant deferral / active EE | $733 | $3,452-78.8% | $5,626-87.0% | $4,296-82.9% |
| Admin fee / account holder | $2,028 | $7,997-74.6% | $15,912-87.3% | $6,918-70.7% |