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 | $229,978 | $148,534+54.8% | $135,903+69.2% | $139,434+64.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.81% | 79.19%-70.4pp | 68.23%-59.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,283 | $5,243-56.5% | $4,856-53.0% | $4,751-51.9% |
| Participant deferral / active EE | $1,117 | $8,100-86.2% | $7,758-85.6% | $6,710-83.4% |
| Admin fee / account holder | $1,408 | $12,400-88.6% | $10,762-86.9% | $11,403-87.7% |