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 | $109,712 | $176,056-37.7% | $159,436-31.2% | $167,490-34.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.28% | 331.75%-328.5pp | 263.57%-260.3pp | 478.56%-475.3pp |
| Employer contribution / active EE | $23,320 | $5,297+340.2% | $4,829+382.9% | $4,837+382.1% |
| Participant deferral / active EE | $233 | $7,750-97.0% | $7,352-96.8% | $6,341-96.3% |
| Admin fee / account holder | $6,122 | $12,554-51.2% | $10,799-43.3% | $12,309-50.3% |