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 | $171,645 | $159,602+7.5% | $150,045+14.4% | $142,382+20.6% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 7.64% | 70.24%-62.6pp | 62.55%-54.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,171 | $4,961-76.4% | $4,693-75.1% | $4,299-72.8% |
| Participant deferral / active EE | $1,769 | $8,310-78.7% | $7,997-77.9% | $6,507-72.8% |
| Admin fee / account holder | $27,687 | $14,846+86.5% | $13,435+106.1% | $12,624+119.3% |