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 | $71,016 | $89,355-20.5% | $141,162-49.7% | $72,985-2.7% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 6.56% | 111.85%-105.3pp | 71.39%-64.8pp | 81.00%-74.4pp |
| Employer contribution / active EE | $810 | $3,114-74.0% | $4,735-82.9% | $2,440-66.8% |
| Participant deferral / active EE | $1,353 | $5,418-75.0% | $6,709-79.8% | $3,607-62.5% |
| Admin fee / account holder | $5,381 | $5,958-9.7% | $10,261-47.6% | $5,124+5.0% |