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 | $74,504 | $81,460-8.5% | $103,333-27.9% | $80,856-7.9% |
| Participation rate | 79.6% | 66.8%+12.8pp | 74.5%+5.1pp | 67.6%+12.0pp |
| Annual return | 10.38% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $9,965 | $3,105+220.9% | $3,868+157.6% | $2,755+261.7% |
| Participant deferral / active EE | $767 | $3,869-80.2% | $5,057-84.8% | $4,296-82.2% |
| Admin fee / account holder | $8,213 | $6,566+25.1% | $8,355-1.7% | $6,918+18.7% |