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 | $146,910 | $100,852+45.7% | $90,404+62.5% | $158,922-7.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.40% | 1724.20%-1721.8pp | 1293.02%-1290.6pp | 302.83%-300.4pp |
| Employer contribution / active EE | $563 | $3,689-84.7% | $3,262-82.8% | $4,761-88.2% |
| Participant deferral / active EE | $650 | $4,348-85.0% | $3,963-83.6% | $5,982-89.1% |
| Admin fee / account holder | $41,025 | $6,501+531.0% | $5,611+631.2% | $11,246+264.8% |