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 8-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 | $54,523 | $154,228-64.6% | $145,433-62.5% | $137,256-60.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 10.49% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $970 | $4,804-79.8% | $4,554-78.7% | $4,156-76.7% |
| Participant deferral / active EE | $1,561 | $8,216-81.0% | $7,897-80.2% | $6,407-75.6% |
| Admin fee / account holder | $2,571 | $14,344-82.1% | $13,129-80.4% | $12,270-79.0% |