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 | $237,503 | $177,572+33.8% | $154,803+53.4% | $142,382+66.8% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 2.20% | 65.07%-62.9pp | 58.88%-56.7pp | 217.08%-214.9pp |
| Employer contribution / active EE | $979 | $4,810-79.6% | $4,305-77.3% | $4,299-77.2% |
| Participant deferral / active EE | $51 | $6,272-99.2% | $5,540-99.1% | $6,507-99.2% |
| Admin fee / account holder | $5,384 | $16,786-67.9% | $14,329-62.4% | $12,624-57.3% |