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 9-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 | $83,166 | $65,365+27.2% | $92,893-10.5% | $72,985+14.0% |
| Participation rate | 83.8% | 68.3%+15.4pp | 76.0%+7.7pp | 69.5%+14.3pp |
| Annual return | 6.49% | 42.10%-35.6pp | 109.41%-102.9pp | 81.00%-74.5pp |
| Employer contribution / active EE | $3,381 | $2,594+30.3% | $3,653-7.4% | $2,440+38.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,766 | $4,251+82.7% | $5,794+34.0% | $5,124+51.6% |