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 | $71,417 | $176,056-59.4% | $159,436-55.2% | $167,490-57.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 9.11% | 331.75%-322.6pp | 263.57%-254.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $3,850 | $5,297-27.3% | $4,829-20.3% | $4,837-20.4% |
| Participant deferral / active EE | $1,900 | $7,750-75.5% | $7,352-74.2% | $6,341-70.0% |
| Admin fee / account holder | $4,130 | $12,554-67.1% | $10,799-61.8% | $12,309-66.4% |