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 10-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 | $65,656 | $70,756-7.2% | $65,493+0.2% | $142,382-53.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.54% | 1754.89%-1745.4pp | 982.45%-972.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,724 | $2,881+29.3% | $2,574+44.7% | $4,299-13.4% |
| Participant deferral / active EE | $67 | $4,637-98.6% | $3,961-98.3% | $6,507-99.0% |
| Admin fee / account holder | $4,099 | $6,559-37.5% | $5,028-18.5% | $12,624-67.5% |