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 | $81,838 | $157,256-48.0% | $141,162-42.0% | $152,861-46.5% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.2pp | 82.4%-10.2pp |
| Annual return | 11.10% | 64.32%-53.2pp | 71.39%-60.3pp | 345.32%-334.2pp |
| Employer contribution / active EE | $5,556 | $5,261+5.6% | $4,735+17.3% | $4,762+16.7% |
| Participant deferral / active EE | $2,239 | $7,109-68.5% | $6,709-66.6% | $5,850-61.7% |
| Admin fee / account holder | $4,190 | $12,120-65.4% | $10,261-59.2% | $11,596-63.9% |