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 | $37,576 | $81,460-53.9% | $103,333-63.6% | $80,856-53.5% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.6%+5.1pp |
| Annual return | 9.13% | 25.55%-16.4pp | 24.88%-15.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $3,640 | $3,105+17.2% | $3,868-5.9% | $2,755+32.1% |
| Participant deferral / active EE | $743 | $3,869-80.8% | $5,057-85.3% | $4,296-82.7% |
| Admin fee / account holder | $2,492 | $6,566-62.0% | $8,355-70.2% | $6,918-64.0% |