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 | $30,225 | $148,534-79.7% | $135,903-77.8% | $139,434-78.3% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 11.27% | 79.19%-67.9pp | 68.23%-57.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,795 | $5,243-46.7% | $4,856-42.4% | $4,751-41.2% |
| Participant deferral / active EE | $1,936 | $8,100-76.1% | $7,758-75.0% | $6,710-71.1% |
| Admin fee / account holder | $934 | $12,400-92.5% | $10,762-91.3% | $11,403-91.8% |