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 | $37,027 | $165,335-77.6% | $149,696-75.3% | $158,922-76.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 4.52% | 348.15%-343.6pp | 276.60%-272.1pp | 302.83%-298.3pp |
| Employer contribution / active EE | $1,198 | $5,103-76.5% | $4,644-74.2% | $4,761-74.8% |
| Participant deferral / active EE | $1,300 | $7,181-81.9% | $6,842-81.0% | $5,982-78.3% |
| Admin fee / account holder | $12,852 | $10,807+18.9% | $9,309+38.1% | $11,246+14.3% |