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 | $126,149 | $159,934-21.1% | $147,005-14.2% | $145,959-13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.21% | 98.24%-89.0pp | 418.76%-409.6pp | 561.95%-552.7pp |
| Employer contribution / active EE | $5,132 | $5,287-2.9% | $4,934+4.0% | $4,661+10.1% |
| Participant deferral / active EE | $2,239 | $8,427-73.4% | $8,070-72.3% | $6,689-66.5% |
| Admin fee / account holder | $1,363 | $15,053-90.9% | $13,006-89.5% | $13,398-89.8% |