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 | $70,054 | $69,207+1.2% | $64,056+9.4% | $139,434-49.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.02% | 45.88%-37.9pp | 33.69%-25.7pp | 372.94%-364.9pp |
| Employer contribution / active EE | $2,120 | $3,182-33.4% | $2,747-22.8% | $4,751-55.4% |
| Participant deferral / active EE | $333 | $4,682-92.9% | $3,880-91.4% | $6,710-95.0% |
| Admin fee / account holder | $774 | $4,244-81.8% | $3,068-74.8% | $11,403-93.2% |