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 | $42,710 | $79,523-46.3% | $140,016-69.5% | $56,287-24.1% |
| Participation rate | 70.5% | 85.7%-15.2pp | 87.5%-17.0pp | 69.9%+0.6pp |
| Annual return | -8.18% | 2.39%-10.6pp | 651.12%-659.3pp | -9.96%+1.8pp |
| Employer contribution / active EE | $1,375 | $3,350-59.0% | $5,606-75.5% | $2,111-34.9% |
| Participant deferral / active EE | $2,562 | $5,129-50.1% | $6,927-63.0% | $3,350-23.5% |
| Admin fee / account holder | $690 | $614+12.4% | $10,705-93.6% | $521+32.5% |