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 | $18,191 | $57,354-68.3% | $83,848-78.3% | $64,186-71.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -13.02% | 11.38%-24.4pp | 850.88%-863.9pp | 7.63%-20.7pp |
| Employer contribution / active EE | $7,422 | $2,545+191.6% | $3,631+104.4% | $2,381+211.7% |
| Participant deferral / active EE | $809 | $2,993-73.0% | $4,082-80.2% | $3,470-76.7% |
| Admin fee / account holder | $735 | $4,046-81.8% | $5,478-86.6% | $4,888-85.0% |