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 | $87,080 | $65,365+33.2% | $92,893-6.3% | $72,985+19.3% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 6.13% | 42.10%-36.0pp | 109.41%-103.3pp | 81.00%-74.9pp |
| Employer contribution / active EE | $2,265 | $2,594-12.7% | $3,653-38.0% | $2,440-7.2% |
| Participant deferral / active EE | $1,022 | $3,128-67.3% | $4,236-75.9% | $3,607-71.7% |
| Admin fee / account holder | $2,600 | $4,251-38.8% | $5,794-55.1% | $5,124-49.3% |