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 6-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 | $56,272 | $167,484-66.4% | $151,611-62.9% | $134,475-58.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.47% | 7.80%-31.3pp | 3.33%-26.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $17,818 | $6,829+160.9% | $6,166+189.0% | $4,740+275.9% |
| Participant deferral / active EE | $2,392 | $8,986-73.4% | $8,363-71.4% | $6,400-62.6% |
| Admin fee / account holder | $1,032 | $13,783-92.5% | $11,616-91.1% | $11,426-91.0% |