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 | $187,930 | $197,591-4.9% | $177,821+5.7% | $158,922+18.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.13% | 58.76%-58.6pp | 48.32%-48.2pp | 302.83%-302.7pp |
| Employer contribution / active EE | $6,741 | $6,697+0.7% | $5,918+13.9% | $4,761+41.6% |
| Participant deferral / active EE | $2,681 | $8,405-68.1% | $7,714-65.2% | $5,982-55.2% |
| Admin fee / account holder | $5,700 | $15,399-63.0% | $12,427-54.1% | $11,246-49.3% |