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 | $92,874 | $198,466-53.2% | $170,442-45.5% | $147,584-37.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.82% | 257.29%-251.5pp | 205.93%-200.1pp | 578.55%-572.7pp |
| Employer contribution / active EE | $1,610 | $6,184-74.0% | $5,433-70.4% | $4,876-67.0% |
| Participant deferral / active EE | $1,603 | $5,629-71.5% | $4,939-67.6% | $5,439-70.5% |
| Admin fee / account holder | $1,019 | $16,852-94.0% | $13,880-92.7% | $10,885-90.6% |