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 | $216,912 | $198,466+9.3% | $170,442+27.3% | $147,584+47.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.12% | 257.29%-253.2pp | 205.93%-201.8pp | 578.55%-574.4pp |
| Employer contribution / active EE | $8,218 | $6,184+32.9% | $5,433+51.3% | $4,876+68.5% |
| Participant deferral / active EE | $1,000 | $5,629-82.2% | $4,939-79.8% | $5,439-81.6% |
| Admin fee / account holder | $9,286 | $16,852-44.9% | $13,880-33.1% | $10,885-14.7% |