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 | $103,885 | $109,982-5.5% | $97,226+6.8% | $145,922-28.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 6.41% | 242.90%-236.5pp | 75.13%-68.7pp | 561.29%-554.9pp |
| Employer contribution / active EE | $6,673 | $3,084+116.4% | $2,729+144.5% | $4,660+43.2% |
| Participant deferral / active EE | $600 | $4,676-87.2% | $4,264-85.9% | $6,688-91.0% |
| Admin fee / account holder | $6,838 | $6,221+9.9% | $5,654+21.0% | $13,397-49.0% |