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 | $216,413 | $175,202+23.5% | $149,673+44.6% | $139,434+55.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.35% | 166.71%-158.4pp | 134.42%-126.1pp | 372.94%-364.6pp |
| Employer contribution / active EE | $1,736 | $5,474-68.3% | $4,818-64.0% | $4,751-63.5% |
| Participant deferral / active EE | $72 | $6,519-98.9% | $5,680-98.7% | $6,710-98.9% |
| Admin fee / account holder | $558 | $16,150-96.5% | $13,210-95.8% | $11,403-95.1% |