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 | $171,065 | $198,466-13.8% | $170,442+0.4% | $147,584+15.9% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 8.98% | 257.29%-248.3pp | 205.93%-197.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,280 | $6,184-63.1% | $5,433-58.0% | $4,876-53.2% |
| Participant deferral / active EE | $1,609 | $5,629-71.4% | $4,939-67.4% | $5,439-70.4% |
| Admin fee / account holder | $919 | $16,852-94.5% | $13,880-93.4% | $10,885-91.6% |