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 | $55,004 | $78,694-30.1% | $67,652-18.7% | $125,391-56.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.09% | 9.46%-13.5pp | 6625.04%-6629.1pp | 282.22%-286.3pp |
| Employer contribution / active EE | $932 | $3,044-69.4% | $2,266-58.9% | $4,866-80.9% |
| Participant deferral / active EE | $1,059 | $4,292-75.3% | $3,560-70.2% | $5,352-80.2% |
| Admin fee / account holder | $1,434 | $7,403-80.6% | $4,821-70.2% | $9,540-85.0% |