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 | $197,069 | $159,901+23.2% | $146,958+34.1% | $145,922+35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $13,122 | $5,286+148.2% | $4,933+166.0% | $4,660+181.6% |
| Participant deferral / active EE | $1,906 | $8,428-77.4% | $8,070-76.4% | $6,688-71.5% |
| Admin fee / account holder | $2,395 | $15,044-84.1% | $12,998-81.6% | $13,397-82.1% |