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 | $79,926 | $97,744-18.2% | $103,476-22.8% | $145,922-45.2% |
| Participation rate | 84.2% | 81.1%+3.1pp | 80.5%+3.7pp | 80.3%+3.9pp |
| Annual return | 5.82% | 25.41%-19.6pp | 23.90%-18.1pp | 561.29%-555.5pp |
| Employer contribution / active EE | $4,931 | $4,677+5.4% | $4,672+5.5% | $4,660+5.8% |
| Participant deferral / active EE | $1,460 | $6,603-77.9% | $6,623-77.9% | $6,688-78.2% |
| Admin fee / account holder | $2,365 | $12,515-81.1% | $9,413-74.9% | $13,397-82.3% |