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 | $66,498 | $107,334-38.0% | $92,893-28.4% | $152,861-56.5% |
| Participation rate | 93.8% | 79.8%+14.0pp | 76.0%+17.7pp | 82.4%+11.3pp |
| Annual return | 1.83% | 145.58%-143.7pp | 109.41%-107.6pp | 345.32%-343.5pp |
| Employer contribution / active EE | $1,250 | $4,221-70.4% | $3,653-65.8% | $4,762-73.8% |
| Participant deferral / active EE | $790 | $4,845-83.7% | $4,236-81.3% | $5,850-86.5% |
| Admin fee / account holder | $3,068 | $7,079-56.7% | $5,794-47.1% | $11,596-73.5% |