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 | $38,371 | $202,318-81.0% | $172,739-77.8% | $152,861-74.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 4.67% | 1029.65%-1025.0pp | 802.84%-798.2pp | 345.32%-340.6pp |
| Employer contribution / active EE | $2,518 | $5,856-57.0% | $5,143-51.0% | $4,762-47.1% |
| Participant deferral / active EE | $1,261 | $5,948-78.8% | $5,198-75.7% | $5,850-78.5% |
| Admin fee / account holder | $1,128 | $17,109-93.4% | $13,954-91.9% | $11,596-90.3% |