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 | $128,274 | $95,862+33.8% | $79,550+61.3% | $134,475-4.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -31.44% | -2.69%-28.7pp | 0.16%-31.6pp | 417.96%-449.4pp |
| Employer contribution / active EE | $825 | $3,128-73.6% | $2,413-65.8% | $4,740-82.6% |
| Participant deferral / active EE | $1,117 | $4,693-76.2% | $3,985-72.0% | $6,400-82.6% |
| Admin fee / account holder | $3,980 | $9,126-56.4% | $6,832-41.7% | $11,426-65.2% |