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 | $132,546 | $114,381+15.9% | $107,525+23.3% | $142,382-6.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.85% | 242.71%-236.9pp | 181.32%-175.5pp | 217.08%-211.2pp |
| Employer contribution / active EE | $19,379 | $4,015+382.7% | $3,754+416.3% | $4,299+350.8% |
| Participant deferral / active EE | $720 | $5,564-87.1% | $5,116-85.9% | $6,507-88.9% |
| Admin fee / account holder | $20,554 | $9,860+108.5% | $8,919+130.5% | $12,624+62.8% |