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 9-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 | $37,268 | $89,355-58.3% | $141,162-73.6% | $72,985-48.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 4.78% | 111.85%-107.1pp | 71.39%-66.6pp | 81.00%-76.2pp |
| Employer contribution / active EE | $1,133 | $3,114-63.6% | $4,735-76.1% | $2,440-53.6% |
| Participant deferral / active EE | $1,648 | $5,418-69.6% | $6,709-75.4% | $3,607-54.3% |
| Admin fee / account holder | $4,636 | $5,958-22.2% | $10,261-54.8% | $5,124-9.5% |