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 | $36,625 | $209,411-82.5% | $178,490-79.5% | $158,922-77.0% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 2.94% | 188.75%-185.8pp | 151.07%-148.1pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,818 | $5,706-68.1% | $5,011-63.7% | $4,761-61.8% |
| Participant deferral / active EE | $1,539 | $5,954-74.1% | $5,202-70.4% | $5,982-74.3% |
| Admin fee / account holder | $881 | $17,074-94.8% | $13,984-93.7% | $11,246-92.2% |