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 | $76,398 | $165,984-54.0% | $164,813-53.6% | $145,922-47.6% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.6%-0.3pp | 80.3%-2.0pp |
| Annual return | 8.49% | 100.03%-91.5pp | 69.93%-61.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,550 | $6,959-77.7% | $6,031-74.3% | $6,688-76.8% |
| Admin fee / account holder | $1,889 | $16,648-88.7% | $12,690-85.1% | $13,397-85.9% |