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 | $110,633 | $105,181+5.2% | $159,436-30.6% | $85,850+28.9% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.8%+14.1pp | 69.3%+27.7pp |
| Annual return | 4.22% | 45.07%-40.9pp | 263.57%-259.3pp | 318.53%-314.3pp |
| Employer contribution / active EE | $944 | $3,318-71.5% | $4,829-80.4% | $2,565-63.2% |
| Participant deferral / active EE | $2,071 | $5,945-65.2% | $7,352-71.8% | $3,952-47.6% |
| Admin fee / account holder | $458 | $6,933-93.4% | $10,799-95.8% | $6,260-92.7% |