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 | $179,256 | $181,894-1.5% | $156,549+14.5% | $273,961-34.6% |
| Participation rate | 89.5% | 88.4%+1.1pp | 84.0%+5.5pp | 83.0%+6.5pp |
| Annual return | -3.28% | 30.74%-34.0pp | 32.23%-35.5pp | 41.45%-44.7pp |
| Employer contribution / active EE | $5,369 | $6,248-14.1% | $5,501-2.4% | $4,869+10.3% |
| Participant deferral / active EE | $548 | $5,550-90.1% | $4,871-88.7% | $5,287-89.6% |
| Admin fee / account holder | $1,394 | $15,559-91.0% | $13,027-89.3% | $10,132-86.2% |