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 | $45,767 | $109,359-58.2% | $162,163-71.8% | $72,985-37.3% |
| Participation rate | 86.5% | 84.3%+2.2pp | 87.6%-1.1pp | 69.5%+17.0pp |
| Annual return | 15.33% | 25.46%-10.1pp | 115.59%-100.3pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,713 | $3,907-56.2% | $5,614-69.5% | $2,440-29.8% |
| Participant deferral / active EE | $1,988 | $5,481-63.7% | $7,298-72.8% | $3,607-44.9% |
| Admin fee / account holder | $6,902 | $7,972-13.4% | $10,843-36.3% | $5,124+34.7% |