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 | $155,048 | $214,378-27.7% | $200,582-22.7% | $142,382+8.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.76% | 46.41%-35.6pp | 42.33%-31.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,540 | $6,841-77.5% | $6,419-76.0% | $4,299-64.2% |
| Participant deferral / active EE | $2,917 | $9,865-70.4% | $9,331-68.7% | $6,507-55.2% |
| Admin fee / account holder | $1,911 | $17,692-89.2% | $16,305-88.3% | $12,624-84.9% |