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 | $211,911 | $102,828+106.1% | $105,387+101.1% | $152,861+38.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 20.85%-20.9pp | 26.82%-26.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $12,079 | $4,473+170.1% | $4,213+186.7% | $4,762+153.6% |
| Participant deferral / active EE | $1,625 | $5,465-70.3% | $5,502-70.5% | $5,850-72.2% |
| Admin fee / account holder | $2,723 | $8,683-68.6% | $6,559-58.5% | $11,596-76.5% |