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 | $139,225 | $176,056-20.9% | $159,436-12.7% | $167,490-16.9% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 8.42% | 331.75%-323.3pp | 263.57%-255.1pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,757 | $5,297-66.8% | $4,829-63.6% | $4,837-63.7% |
| Participant deferral / active EE | $2,415 | $7,750-68.8% | $7,352-67.2% | $6,341-61.9% |
| Admin fee / account holder | $3,234 | $12,554-74.2% | $10,799-70.1% | $12,309-73.7% |