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 | $47,401 | $108,825-56.4% | $156,181-69.7% | $82,448-42.5% |
| Participation rate | 90.3% | 72.4%+18.0pp | 78.8%+11.5pp | 68.1%+22.3pp |
| Annual return | 9.49% | 20.59%-11.1pp | 64.87%-55.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $3,937 | $2,870+37.2% | $4,294-8.3% | $2,551+54.4% |
| Participant deferral / active EE | $804 | $4,577-82.4% | $6,132-86.9% | $4,139-80.6% |
| Admin fee / account holder | $1,268 | $9,341-86.4% | $14,586-91.3% | $7,234-82.5% |