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 | $39,519 | $107,334-63.2% | $92,893-57.5% | $152,861-74.1% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.4%-9.1pp |
| Annual return | 10.60% | 145.58%-135.0pp | 109.41%-98.8pp | 345.32%-334.7pp |
| Employer contribution / active EE | $6,667 | $4,221+57.9% | $3,653+82.5% | $4,762+40.0% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $336 | $7,079-95.3% | $5,794-94.2% | $11,596-97.1% |