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 9-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 | $73,847 | $197,591-62.6% | $177,821-58.5% | $158,922-53.5% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 2.68% | 58.76%-56.1pp | 48.32%-45.6pp | 302.83%-300.2pp |
| Employer contribution / active EE | $2,367 | $6,697-64.7% | $5,918-60.0% | $4,761-50.3% |
| Participant deferral / active EE | $1,974 | $8,405-76.5% | $7,714-74.4% | $5,982-67.0% |
| Admin fee / account holder | $3,177 | $15,399-79.4% | $12,427-74.4% | $11,246-71.8% |