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 | $109,775 | $77,314+42.0% | $177,989-38.3% | $80,856+35.8% |
| Participation rate | 97.4% | 65.7%+31.7pp | 77.1%+20.4pp | 67.6%+29.8pp |
| Annual return | -23.01% | 18.09%-41.1pp | 294.48%-317.5pp | 35.59%-58.6pp |
| Employer contribution / active EE | $7,864 | $2,292+243.1% | $3,949+99.2% | $2,755+185.5% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,534 | $7,191-64.8% | $10,363-75.5% | $6,918-63.4% |