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 | $28,400 | $189,613-85.0% | $167,512-83.0% | $142,382-80.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 5.53% | 2024.68%-2019.1pp | 1615.79%-1610.3pp | 217.08%-211.5pp |
| Employer contribution / active EE | $3,161 | $4,349-27.3% | $3,882-18.6% | $4,299-26.5% |
| Participant deferral / active EE | $257 | $6,981-96.3% | $6,405-96.0% | $6,507-96.0% |
| Admin fee / account holder | $2,408 | $10,528-77.1% | $9,769-75.4% | $12,624-80.9% |