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 | $88,367 | $95,803-7.8% | $113,168-21.9% | $84,808+4.2% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 10.85% | 25.00%-14.2pp | 24.27%-13.4pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,862 | $2,360-21.1% | $2,975-37.4% | $2,631-29.2% |
| Participant deferral / active EE | $1,912 | $4,242-54.9% | $5,107-62.6% | $4,212-54.6% |
| Admin fee / account holder | $2,813 | $8,989-68.7% | $12,068-76.7% | $7,344-61.7% |