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 | $45,966 | $138,065-66.7% | $123,544-62.8% | $135,375-66.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.77% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,199 | $5,151-76.7% | $4,628-74.1% | $4,779-74.9% |
| Participant deferral / active EE | $988 | $6,799-85.5% | $6,426-84.6% | $5,609-82.4% |
| Admin fee / account holder | $7,560 | $10,916-30.7% | $9,284-18.6% | $10,827-30.2% |