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 | $115,040 | $157,256-26.8% | $141,162-18.5% | $152,861-24.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.03% | 64.32%-57.3pp | 71.39%-64.4pp | 345.32%-338.3pp |
| Employer contribution / active EE | $12,850 | $5,261+144.3% | $4,735+171.4% | $4,762+169.8% |
| Participant deferral / active EE | $497 | $7,109-93.0% | $6,709-92.6% | $5,850-91.5% |
| Admin fee / account holder | $6,897 | $12,120-43.1% | $10,261-32.8% | $11,596-40.5% |