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 8-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 | $54,878 | $107,334-48.9% | $92,893-40.9% | $152,861-64.1% |
| Participation rate | 76.5% | 79.8%-3.3pp | 76.0%+0.5pp | 82.4%-6.0pp |
| Annual return | 6.47% | 145.58%-139.1pp | 109.41%-102.9pp | 345.32%-338.8pp |
| Employer contribution / active EE | $40,589 | $4,221+861.6% | $3,653+1011.2% | $4,762+752.3% |
| Participant deferral / active EE | $748 | $4,845-84.6% | $4,236-82.3% | $5,850-87.2% |
| Admin fee / account holder | $7,723 | $7,079+9.1% | $5,794+33.3% | $11,596-33.4% |