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 | $182,158 | $165,984+9.7% | $164,813+10.5% | $145,922+24.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 5.85% | 100.03%-94.2pp | 69.93%-64.1pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,367 | $5,273-74.1% | $4,341-68.5% | $4,660-70.7% |
| Participant deferral / active EE | $1,863 | $6,959-73.2% | $6,031-69.1% | $6,688-72.1% |
| Admin fee / account holder | $4,604 | $16,648-72.3% | $12,690-63.7% | $13,397-65.6% |