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 | $65,944 | $96,305-31.5% | $80,569-18.2% | $139,434-52.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.23% | 1350.08%-1339.9pp | 935.43%-925.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $3,082 | $3,262-5.5% | $2,723+13.2% | $4,751-35.1% |
| Participant deferral / active EE | $804 | $5,232-84.6% | $4,447-81.9% | $6,710-88.0% |
| Admin fee / account holder | $592 | $6,599-91.0% | $5,377-89.0% | $11,403-94.8% |