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 | $82,524 | $150,440-45.1% | $136,294-39.5% | $147,584-44.1% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 8.32% | 1049.08%-1040.8pp | 5155.94%-5147.6pp | 578.55%-570.2pp |
| Employer contribution / active EE | $3,651 | $5,256-30.5% | $4,695-22.2% | $4,876-25.1% |
| Participant deferral / active EE | $2,003 | $6,630-69.8% | $6,247-67.9% | $5,439-63.2% |
| Admin fee / account holder | $3,106 | $10,905-71.5% | $9,243-66.4% | $10,885-71.5% |