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 10-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 | $33,864 | $89,753-62.3% | $107,525-68.5% | $84,808-60.1% |
| Participation rate | 98.2% | 68.1%+30.1pp | 75.1%+23.1pp | 68.3%+29.9pp |
| Annual return | 8.19% | 29.48%-21.3pp | 181.32%-173.1pp | 40.90%-32.7pp |
| Employer contribution / active EE | $5,624 | $3,113+80.6% | $3,754+49.8% | $2,631+113.7% |
| Participant deferral / active EE | $1,591 | $4,056-60.8% | $5,116-68.9% | $4,212-62.2% |
| Admin fee / account holder | $2,512 | $7,222-65.2% | $8,919-71.8% | $7,344-65.8% |