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 | $109,413-56.7% | $156,263-69.7% | $84,808-44.1% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 9.49% | 20.18%-10.7pp | 59.47%-50.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $3,937 | $2,907+35.4% | $4,333-9.1% | $2,631+49.7% |
| Participant deferral / active EE | $804 | $4,590-82.5% | $6,158-86.9% | $4,212-80.9% |
| Admin fee / account holder | $1,268 | $9,357-86.4% | $14,255-91.1% | $7,344-82.7% |