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 | $34,425 | $138,065-75.1% | $123,544-72.1% | $135,375-74.6% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -10.33% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,700 | $5,151-67.0% | $4,628-63.3% | $4,779-64.4% |
| Participant deferral / active EE | $2,067 | $6,799-69.6% | $6,426-67.8% | $5,609-63.1% |
| Admin fee / account holder | $639 | $10,916-94.1% | $9,284-93.1% | $10,827-94.1% |