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 | $78,986 | $82,630-4.4% | $64,105+23.2% | $125,391-37.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.64% | 1489.72%-1495.4pp | 791.24%-796.9pp | 282.22%-287.9pp |
| Employer contribution / active EE | $1,702 | $2,671-36.3% | $1,820-6.5% | $4,866-65.0% |
| Participant deferral / active EE | $638 | $3,608-82.3% | $2,822-77.4% | $5,352-88.1% |
| Admin fee / account holder | $893 | $6,382-86.0% | $4,499-80.2% | $9,540-90.6% |