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 9-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 | $32,913 | $114,381-71.2% | $107,525-69.4% | $142,382-76.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.05% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $9,548 | $4,015+137.8% | $3,754+154.4% | $4,299+122.1% |
| Participant deferral / active EE | $288 | $5,564-94.8% | $5,116-94.4% | $6,507-95.6% |
| Admin fee / account holder | $503 | $9,860-94.9% | $8,919-94.4% | $12,624-96.0% |