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 | $149,418 | $159,602-6.4% | $150,045-0.4% | $142,382+4.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.90% | 70.24%-58.3pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,266 | $4,961-54.3% | $4,693-51.7% | $4,299-47.3% |
| Participant deferral / active EE | $844 | $8,310-89.8% | $7,997-89.4% | $6,507-87.0% |
| Admin fee / account holder | $5,457 | $14,846-63.2% | $13,435-59.4% | $12,624-56.8% |