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 | $59,623 | $89,753-33.6% | $107,525-44.5% | $84,808-29.7% |
| Participation rate | 88.9% | 68.1%+20.8pp | 75.1%+13.8pp | 68.3%+20.6pp |
| Annual return | 12.76% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,501 | $3,113-19.7% | $3,754-33.4% | $2,631-5.0% |
| Participant deferral / active EE | $1,140 | $4,056-71.9% | $5,116-77.7% | $4,212-72.9% |
| Admin fee / account holder | $2,792 | $7,222-61.3% | $8,919-68.7% | $7,344-62.0% |