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 | $129,624 | $105,126+23.3% | $94,646+37.0% | $139,434-7.0% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 11.99% | 38.03%-26.0pp | 156.71%-144.7pp | 372.94%-361.0pp |
| Employer contribution / active EE | $481 | $4,106-88.3% | $3,672-86.9% | $4,751-89.9% |
| Participant deferral / active EE | $698 | $7,599-90.8% | $7,418-90.6% | $6,710-89.6% |
| Admin fee / account holder | $2,012 | $8,984-77.6% | $7,231-72.2% | $11,403-82.4% |