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 | $67,326 | $127,386-47.1% | $115,037-41.5% | $125,391-46.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.17% | 31.28%-35.4pp | 26.14%-30.3pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,276 | $5,166-75.3% | $4,608-72.3% | $4,866-73.8% |
| Participant deferral / active EE | $671 | $6,423-89.5% | $6,026-88.9% | $5,352-87.5% |
| Admin fee / account holder | $22,222 | $9,516+133.5% | $8,175+171.8% | $9,540+132.9% |