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 | $164,756 | $114,381+44.0% | $107,525+53.2% | $142,382+15.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.22% | 242.71%-234.5pp | 181.32%-173.1pp | 217.08%-208.9pp |
| Employer contribution / active EE | $10,541 | $4,015+162.6% | $3,754+180.8% | $4,299+145.2% |
| Participant deferral / active EE | $718 | $5,564-87.1% | $5,116-86.0% | $6,507-89.0% |
| Admin fee / account holder | $2,316 | $9,860-76.5% | $8,919-74.0% | $12,624-81.7% |