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 7-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 | $88,624 | $92,703-4.4% | $82,719+7.1% | $134,475-34.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.08% | 944.92%-967.0pp | 701.18%-723.3pp | 417.96%-440.0pp |
| Employer contribution / active EE | $954 | $3,274-70.9% | $3,009-68.3% | $4,740-79.9% |
| Participant deferral / active EE | $954 | $4,802-80.1% | $4,395-78.3% | $6,400-85.1% |
| Admin fee / account holder | $424 | $5,983-92.9% | $5,329-92.0% | $11,426-96.3% |