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 | $113,272 | $209,411-45.9% | $178,490-36.5% | $158,922-28.7% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | -0.74% | 188.75%-189.5pp | 151.07%-151.8pp | 302.83%-303.6pp |
| Employer contribution / active EE | $12,090 | $5,706+111.9% | $5,011+141.3% | $4,761+153.9% |
| Participant deferral / active EE | $957 | $5,954-83.9% | $5,202-81.6% | $5,982-84.0% |
| Admin fee / account holder | $1,808 | $17,074-89.4% | $13,984-87.1% | $11,246-83.9% |