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 | $102,306 | $114,381-10.6% | $107,525-4.9% | $142,382-28.1% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 10.66% | 242.71%-232.0pp | 181.32%-170.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,100 | $4,015-72.6% | $3,754-70.7% | $4,299-74.4% |
| Participant deferral / active EE | $593 | $5,564-89.3% | $5,116-88.4% | $6,507-90.9% |
| Admin fee / account holder | $3,068 | $9,860-68.9% | $8,919-65.6% | $12,624-75.7% |