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 | $49,408 | $56,199-12.1% | $67,652-27.0% | $59,632-17.1% |
| Participation rate | 92.9% | 71.5%+21.4pp | 75.7%+17.2pp | 68.7%+24.2pp |
| Annual return | -12.63% | 18505.31%-18517.9pp | 6625.04%-6637.7pp | 2041.28%-2053.9pp |
| Employer contribution / active EE | $4,464 | $1,614+176.5% | $2,266+97.1% | $2,203+102.7% |
| Participant deferral / active EE | $788 | $2,844-72.3% | $3,560-77.9% | $3,192-75.3% |
| Admin fee / account holder | $454 | $3,958-88.5% | $4,821-90.6% | $4,297-89.4% |