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 | $134,864 | $91,538+47.3% | $129,995+3.7% | $75,163+79.4% |
| Participation rate | 82.1% | 71.4%+10.7pp | 78.5%+3.7pp | 67.2%+15.0pp |
| Annual return | 9.76% | -631.11%+640.9pp | -137.18%+146.9pp | 160.62%-150.9pp |
| Employer contribution / active EE | $919 | $2,845-67.7% | $4,320-78.7% | $2,670-65.6% |
| Participant deferral / active EE | $1,462 | $4,341-66.3% | $5,820-74.9% | $4,125-64.6% |
| Admin fee / account holder | $3,540 | $6,790-47.9% | $10,614-66.7% | $5,651-37.4% |