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 | $50,284 | $78,422-35.9% | $95,952-47.6% | $79,858-37.0% |
| Participation rate | 81.5% | 73.5%+8.0pp | 77.1%+4.4pp | 69.6%+11.8pp |
| Annual return | 8.49% | 19.37%-10.9pp | 91.61%-83.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $628 | $1,945-67.7% | $2,541-75.3% | $2,471-74.6% |
| Participant deferral / active EE | $1,501 | $3,440-56.4% | $4,167-64.0% | $3,740-59.9% |
| Admin fee / account holder | $2,799 | $5,622-50.2% | $6,795-58.8% | $5,306-47.3% |