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 | $81,630 | $105,998-23.0% | $92,233-11.5% | $147,584-44.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.18% | 50.05%-45.9pp | 176.28%-172.1pp | 578.55%-574.4pp |
| Employer contribution / active EE | $909 | $4,333-79.0% | $3,679-75.3% | $4,876-81.4% |
| Participant deferral / active EE | $1,064 | $4,478-76.2% | $3,897-72.7% | $5,439-80.4% |
| Admin fee / account holder | $975 | $6,332-84.6% | $5,194-81.2% | $10,885-91.0% |