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 | $93,798 | $93,571+0.2% | $135,903-31.0% | $75,163+24.8% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 12.86% | 30.90%-18.0pp | 68.23%-55.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,000 | $3,537-15.2% | $4,856-38.2% | $2,670+12.4% |
| Participant deferral / active EE | $2,104 | $6,404-67.1% | $7,758-72.9% | $4,125-49.0% |
| Admin fee / account holder | $2,197 | $6,975-68.5% | $10,762-79.6% | $5,651-61.1% |