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 | $62,984 | $57,354+9.8% | $83,848-24.9% | $64,186-1.9% |
| Participation rate | 89.8% | 68.6%+21.2pp | 76.1%+13.7pp | 69.6%+20.2pp |
| Annual return | -8.67% | 11.38%-20.1pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $36,368 | $2,545+1328.8% | $3,631+901.7% | $2,381+1427.5% |
| Participant deferral / active EE | $1,045 | $2,993-65.1% | $4,082-74.4% | $3,470-69.9% |
| Admin fee / account holder | $12,006 | $4,046+196.8% | $5,478+119.2% | $4,888+145.6% |