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 | $31,092 | $61,774-49.7% | $97,226-68.0% | $80,856-61.5% |
| Participation rate | 97.1% | 63.5%+33.6pp | 72.7%+24.5pp | 67.6%+29.5pp |
| Annual return | -16.74% | -557.90%+541.2pp | 75.13%-91.9pp | 35.59%-52.3pp |
| Employer contribution / active EE | $4,320 | $1,837+135.2% | $2,729+58.3% | $2,755+56.8% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,757 | $5,166-66.0% | $5,654-68.9% | $6,918-74.6% |