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 | $239,979 | $201,272+19.2% | $184,203+30.3% | $145,922+64.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.18% | 29.00%-19.8pp | 28.81%-19.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $9,493 | $7,022+35.2% | $6,427+47.7% | $4,660+103.7% |
| Participant deferral / active EE | $304 | $9,806-96.9% | $9,131-96.7% | $6,688-95.5% |
| Admin fee / account holder | $31,084 | $16,364+90.0% | $13,901+123.6% | $13,397+132.0% |