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 | $84,455 | $202,318-58.3% | $172,739-51.1% | $152,861-44.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.29% | 1029.65%-1024.4pp | 802.84%-797.6pp | 345.32%-340.0pp |
| Employer contribution / active EE | $1,479 | $5,856-74.7% | $5,143-71.2% | $4,762-68.9% |
| Participant deferral / active EE | $1,569 | $5,948-73.6% | $5,198-69.8% | $5,850-73.2% |
| Admin fee / account holder | $1,240 | $17,109-92.8% | $13,954-91.1% | $11,596-89.3% |