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 | $198,263 | $197,591+0.3% | $177,821+11.5% | $158,922+24.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.07% | 58.76%-52.7pp | 48.32%-42.2pp | 302.83%-296.8pp |
| Employer contribution / active EE | $8,104 | $6,697+21.0% | $5,918+36.9% | $4,761+70.2% |
| Participant deferral / active EE | $2,778 | $8,405-66.9% | $7,714-64.0% | $5,982-53.6% |
| Admin fee / account holder | $1,949 | $15,399-87.3% | $12,427-84.3% | $11,246-82.7% |