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 | $119,725 | $150,440-20.4% | $136,294-12.2% | $147,584-18.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.96% | 1049.08%-1039.1pp | 5155.94%-5146.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $3,001 | $5,256-42.9% | $4,695-36.1% | $4,876-38.5% |
| Participant deferral / active EE | $805 | $6,630-87.9% | $6,247-87.1% | $5,439-85.2% |
| Admin fee / account holder | $1,759 | $10,905-83.9% | $9,243-81.0% | $10,885-83.8% |