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 | $174,774 | $214,378-18.5% | $200,582-12.9% | $142,382+22.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.02% | 46.41%-42.4pp | 42.33%-38.3pp | 217.08%-213.1pp |
| Employer contribution / active EE | $11,475 | $6,841+67.7% | $6,419+78.8% | $4,299+166.9% |
| Participant deferral / active EE | $2,295 | $9,865-76.7% | $9,331-75.4% | $6,507-64.7% |
| Admin fee / account holder | $3,576 | $17,692-79.8% | $16,305-78.1% | $12,624-71.7% |