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 | $40,792 | $109,881-62.9% | $150,045-72.8% | $84,808-51.9% |
| Participation rate | 81.3% | 76.1%+5.2pp | 82.3%-1.1pp | 68.3%+12.9pp |
| Annual return | 6.22% | 28.25%-22.0pp | 62.55%-56.3pp | 40.90%-34.7pp |
| Employer contribution / active EE | $2,762 | $3,561-22.5% | $4,693-41.2% | $2,631+5.0% |
| Participant deferral / active EE | $1,332 | $6,636-79.9% | $7,997-83.3% | $4,212-68.4% |
| Admin fee / account holder | $3,969 | $8,568-53.7% | $13,435-70.5% | $7,344-46.0% |