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 | $35,892 | $150,440-76.1% | $136,294-73.7% | $147,584-75.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.42% | 1049.08%-1043.7pp | 5155.94%-5150.5pp | 578.55%-573.1pp |
| Employer contribution / active EE | $1,090 | $5,256-79.3% | $4,695-76.8% | $4,876-77.7% |
| Participant deferral / active EE | $1,346 | $6,630-79.7% | $6,247-78.5% | $5,439-75.3% |
| Admin fee / account holder | $2,986 | $10,905-72.6% | $9,243-67.7% | $10,885-72.6% |