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 | $72,387 | $209,832-65.5% | $189,513-61.8% | $167,490-56.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.74% | 748.27%-739.5pp | 555.15%-546.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $2,542 | $6,914-63.2% | $6,162-58.7% | $4,837-47.4% |
| Participant deferral / active EE | $2,813 | $8,935-68.5% | $8,221-65.8% | $6,341-55.6% |
| Admin fee / account holder | $3,664 | $14,293-74.4% | $12,045-69.6% | $12,309-70.2% |