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 6-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 | $27,708 | $70,475-60.7% | $100,516-72.4% | $79,858-65.3% |
| Participation rate | 75.6% | 73.7%+1.9pp | 79.4%-3.8pp | 69.6%+5.9pp |
| Annual return | 11.71% | 21.90%-10.2pp | 30.89%-19.2pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,375 | $2,165-36.5% | $3,418-59.8% | $2,471-44.3% |
| Participant deferral / active EE | $2,194 | $5,181-57.7% | $6,270-65.0% | $3,740-41.3% |
| Admin fee / account holder | $1,967 | $4,478-56.1% | $8,081-75.7% | $5,306-62.9% |