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 | $59,675 | $96,635-38.2% | $86,612-31.1% | $139,434-57.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.94% | 106.41%-98.5pp | 591.07%-583.1pp | 372.94%-365.0pp |
| Employer contribution / active EE | $4,913 | $3,263+50.6% | $3,022+62.6% | $4,751+3.4% |
| Participant deferral / active EE | $169 | $4,836-96.5% | $4,438-96.2% | $6,710-97.5% |
| Admin fee / account holder | $6,037 | $6,408-5.8% | $5,614+7.5% | $11,403-47.1% |