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 | $96,899 | $198,466-51.2% | $170,442-43.1% | $147,584-34.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.68% | 257.29%-252.6pp | 205.93%-201.2pp | 578.55%-573.9pp |
| Employer contribution / active EE | $1,440 | $6,184-76.7% | $5,433-73.5% | $4,876-70.5% |
| Participant deferral / active EE | $1,440 | $5,629-74.4% | $4,939-70.8% | $5,439-73.5% |
| Admin fee / account holder | $422 | $16,852-97.5% | $13,880-97.0% | $10,885-96.1% |