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 | $159,602-65.8% | $150,045-63.7% | $142,382-61.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 10.49% | 70.24%-59.7pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $970 | $4,961-80.5% | $4,693-79.3% | $4,299-77.4% |
| Participant deferral / active EE | $1,561 | $8,310-81.2% | $7,997-80.5% | $6,507-76.0% |
| Admin fee / account holder | $2,571 | $14,846-82.7% | $13,435-80.9% | $12,624-79.6% |