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 | $76,960 | $82,882-7.1% | $127,761-39.8% | $72,985+5.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 10.90% | 32.20%-21.3pp | 26.14%-15.2pp | 81.00%-70.1pp |
| Employer contribution / active EE | $1,330 | $3,346-60.2% | $4,574-70.9% | $2,440-45.5% |
| Participant deferral / active EE | $1,503 | $4,791-68.6% | $6,021-75.0% | $3,607-58.3% |
| Admin fee / account holder | $3,239 | $6,487-50.1% | $9,395-65.5% | $5,124-36.8% |