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 | $30,024 | $135,952-77.9% | $123,892-75.8% | $273,961-89.0% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 3.70% | 56.63%-52.9pp | 47.52%-43.8pp | 41.45%-37.8pp |
| Employer contribution / active EE | $6,737 | $5,170+30.3% | $4,617+45.9% | $4,869+38.4% |
| Participant deferral / active EE | $1,204 | $6,343-81.0% | $5,984-79.9% | $5,287-77.2% |
| Admin fee / account holder | $15,581 | $9,817+58.7% | $8,357+86.5% | $10,132+53.8% |