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 | $70,921 | $99,079-28.4% | $77,999-9.1% | $273,961-74.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | -5.90% | 217.93%-223.8pp | 425.96%-431.9pp | 41.45%-47.4pp |
| Employer contribution / active EE | $896 | $3,308-72.9% | $2,470-63.7% | $4,869-81.6% |
| Participant deferral / active EE | $669 | $4,306-84.5% | $3,497-80.9% | $5,287-87.4% |
| Admin fee / account holder | $2,300 | $8,954-74.3% | $5,480-58.0% | $10,132-77.3% |