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 6-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 | $196,161 | $124,281+57.8% | $109,143+79.7% | $167,490+17.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.81% | 26.04%-21.2pp | 25.75%-20.9pp | 478.56%-473.7pp |
| Employer contribution / active EE | $1,768 | $4,207-58.0% | $3,722-52.5% | $4,837-63.5% |
| Participant deferral / active EE | $693 | $5,255-86.8% | $4,653-85.1% | $6,341-89.1% |
| Admin fee / account holder | $2,321 | $7,970-70.9% | $6,752-65.6% | $12,309-81.1% |