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 | $72,371 | $71,050+1.9% | $93,606-22.7% | $80,856-10.5% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.6%+23.0pp |
| Annual return | 9.20% | 11.26%-2.1pp | 133.20%-124.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,688 | $1,564+199.8% | $2,420+93.7% | $2,755+70.2% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $798 | $6,945-88.5% | $8,285-90.4% | $6,918-88.5% |