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 | $86,878 | $109,413-20.6% | $156,263-44.4% | $84,808+2.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.82% | 20.18%-8.4pp | 59.47%-47.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,820 | $2,907-3.0% | $4,333-34.9% | $2,631+7.2% |
| Participant deferral / active EE | $1,939 | $4,590-57.8% | $6,158-68.5% | $4,212-54.0% |
| Admin fee / account holder | $1,378 | $9,357-85.3% | $14,255-90.3% | $7,344-81.2% |