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 | $65,756 | $137,414-52.1% | $189,513-65.3% | $85,850-23.4% |
| Participation rate | 90.9% | 84.6%+6.3pp | 87.8%+3.1pp | 69.3%+21.6pp |
| Annual return | 10.31% | 38.14%-27.8pp | 555.15%-544.8pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,391 | $4,344-45.0% | $6,162-61.2% | $2,565-6.8% |
| Participant deferral / active EE | $2,458 | $6,260-60.7% | $8,221-70.1% | $3,952-37.8% |
| Admin fee / account holder | $10,368 | $8,630+20.1% | $12,045-13.9% | $6,260+65.6% |