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 | $61,739 | $82,664-25.3% | $125,339-50.7% | $68,494-9.9% |
| Participation rate | 98.2% | 75.0%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -25.91% | -5.97%-19.9pp | 572.05%-598.0pp | -7.84%-18.1pp |
| Employer contribution / active EE | $11,851 | $3,381+250.5% | $4,814+146.2% | $2,596+356.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,587 | $6,275+20.9% | $10,010-24.2% | $5,403+40.4% |