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 | $189,723 | $159,602+18.9% | $150,045+26.4% | $142,382+33.2% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 10.87% | 70.24%-59.4pp | 62.55%-51.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $11,765 | $4,961+137.2% | $4,693+150.7% | $4,299+173.7% |
| Participant deferral / active EE | $286 | $8,310-96.6% | $7,997-96.4% | $6,507-95.6% |
| Admin fee / account holder | $77,317 | $14,846+420.8% | $13,435+475.5% | $12,624+512.5% |