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 | $242,257 | $175,202+38.3% | $149,673+61.9% | $139,434+73.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.51% | 166.71%-156.2pp | 134.42%-123.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $3,798 | $5,474-30.6% | $4,818-21.2% | $4,751-20.0% |
| Participant deferral / active EE | $596 | $6,519-90.9% | $5,680-89.5% | $6,710-91.1% |
| Admin fee / account holder | $3,000 | $16,150-81.4% | $13,210-77.3% | $11,403-73.7% |