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 | $78,953 | $180,449-56.2% | $154,107-48.8% | $135,375-41.7% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -9.05% | 888.09%-897.1pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,314 | $6,035-78.2% | $5,298-75.2% | $4,779-72.5% |
| Participant deferral / active EE | $1,847 | $5,806-68.2% | $5,081-63.6% | $5,609-67.1% |
| Admin fee / account holder | $8,293 | $16,143-48.6% | $13,411-38.2% | $10,827-23.4% |