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 | $82,433 | $88,042-6.4% | $138,135-40.3% | $79,858+3.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 8.03% | 20.58%-12.6pp | 20.51%-12.5pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,099 | $3,103-64.6% | $5,587-80.3% | $2,471-55.5% |
| Participant deferral / active EE | $1,460 | $4,704-69.0% | $6,431-77.3% | $3,740-61.0% |
| Admin fee / account holder | $5,484 | $7,791-29.6% | $11,856-53.7% | $5,306+3.3% |