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 4-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 | $129,967 | $57,541+125.9% | $95,745+35.7% | $75,163+72.9% |
| Participation rate | 96.7% | 62.5%+34.2pp | 72.3%+24.5pp | 67.2%+29.5pp |
| Annual return | -44.77% | 34.93%-79.7pp | 28.35%-73.1pp | 160.62%-205.4pp |
| Employer contribution / active EE | $28,511 | $1,808+1477.2% | $2,835+905.8% | $2,670+967.9% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12,562 | $4,099+206.5% | $5,678+121.2% | $5,651+122.3% |