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 9-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 | $176,929 | $68,097+159.8% | $62,929+181.2% | $137,256+28.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.63% | 1859.11%-1849.5pp | 1063.93%-1054.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $48,907 | $2,811+1639.8% | $2,505+1852.7% | $4,156+1076.8% |
| Participant deferral / active EE | -$2,589 | $4,553-156.9% | $3,888-166.6% | $6,407-140.4% |
| Admin fee / account holder | $26,488 | $6,521+306.2% | $5,065+423.0% | $12,270+115.9% |