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 | $228,683 | $159,901+43.0% | $146,958+55.6% | $145,922+56.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 9.52% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,368 | $5,286-74.1% | $4,933-72.3% | $4,660-70.6% |
| Participant deferral / active EE | $1,892 | $8,428-77.5% | $8,070-76.6% | $6,688-71.7% |
| Admin fee / account holder | $6,302 | $15,044-58.1% | $12,998-51.5% | $13,397-53.0% |