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 | $141,851 | $172,111-17.6% | $150,298-5.6% | $137,256+3.3% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 9.84% | 69.37%-59.5pp | 62.79%-52.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,694 | $4,636-41.9% | $4,154-35.2% | $4,156-35.2% |
| Participant deferral / active EE | $1,498 | $6,166-75.7% | $5,453-72.5% | $6,407-76.6% |
| Admin fee / account holder | $5,593 | $16,471-66.0% | $14,116-60.4% | $12,270-54.4% |