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 7-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 | $28,358 | $150,187-81.1% | $120,354-76.4% | $145,922-80.6% |
| Participation rate | 84.6% | 78.8%+5.9pp | 71.9%+12.7pp | 80.3%+4.3pp |
| Annual return | 0.59% | 154.07%-153.5pp | 107.15%-106.6pp | 561.29%-560.7pp |
| Employer contribution / active EE | $4,252 | $4,348-2.2% | $3,463+22.8% | $4,660-8.7% |
| Participant deferral / active EE | $1,125 | $6,173-81.8% | $4,991-77.5% | $6,688-83.2% |
| Admin fee / account holder | $389 | $12,207-96.8% | $9,423-95.9% | $13,397-97.1% |