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 9-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 | $201,209 | $95,862+109.9% | $79,550+152.9% | $134,475+49.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.12% | -2.69%-19.4pp | 0.16%-22.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $11,060 | $3,128+253.6% | $2,413+358.3% | $4,740+133.4% |
| Participant deferral / active EE | $208 | $4,693-95.6% | $3,985-94.8% | $6,400-96.7% |
| Admin fee / account holder | $9,038 | $9,126-1.0% | $6,832+32.3% | $11,426-20.9% |