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 | $62,201 | $115,770-46.3% | $101,248-38.6% | $158,922-60.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.06% | 56.14%-59.2pp | 46.47%-49.5pp | 302.83%-305.9pp |
| Employer contribution / active EE | $964 | $4,175-76.9% | $3,660-73.6% | $4,761-79.7% |
| Participant deferral / active EE | $937 | $4,957-81.1% | $4,370-78.6% | $5,982-84.3% |
| Admin fee / account holder | $9,367 | $7,245+29.3% | $5,945+57.6% | $11,246-16.7% |