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 | $135,191 | $163,101-17.1% | $136,749-1.1% | $142,382-5.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.94% | 27.54%-18.6pp | 24.33%-15.4pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,125 | $4,117-72.7% | $3,400-66.9% | $4,299-73.8% |
| Participant deferral / active EE | $833 | $5,585-85.1% | $4,692-82.2% | $6,507-87.2% |
| Admin fee / account holder | $1,912 | $14,318-86.6% | $11,386-83.2% | $12,624-84.9% |