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 3-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 | $38,097 | $183,519-79.2% | $155,509-75.5% | $145,922-73.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.62% | 61.17%-55.6pp | 64.67%-59.1pp | 561.29%-555.7pp |
| Employer contribution / active EE | $24,436 | $5,313+359.9% | $4,672+423.0% | $4,660+424.4% |
| Participant deferral / active EE | $497 | $6,462-92.3% | $5,626-91.2% | $6,688-92.6% |
| Admin fee / account holder | $1,227 | $19,313-93.6% | $15,912-92.3% | $13,397-90.8% |