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 8-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 | $117,603 | $106,584+10.3% | $101,326+16.1% | $142,382-17.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.31% | 36.93%-25.6pp | 36.82%-25.5pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,643 | $3,956-58.5% | $3,665-55.2% | $4,299-61.8% |
| Participant deferral / active EE | $1,400 | $8,297-83.1% | $7,994-82.5% | $6,507-78.5% |
| Admin fee / account holder | $1,056 | $11,446-90.8% | $11,185-90.6% | $12,624-91.6% |