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 | $48,017 | $80,968-40.7% | $96,544-50.3% | $75,163-36.1% |
| Participation rate | 74.4% | 71.8%+2.6pp | 76.0%-1.6pp | 67.2%+7.2pp |
| Annual return | 7.37% | 27.06%-19.7pp | 25.84%-18.5pp | 160.62%-153.3pp |
| Employer contribution / active EE | $3,020 | $2,282+32.3% | $2,965+1.9% | $2,670+13.1% |
| Participant deferral / active EE | $1,310 | $3,928-66.7% | $4,851-73.0% | $4,125-68.2% |
| Admin fee / account holder | $2,315 | $6,724-65.6% | $8,252-71.9% | $5,651-59.0% |