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 | $45,989 | $112,881-59.3% | $90,951-49.4% | $158,922-71.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 1.19% | 215.79%-214.6pp | 134.60%-133.4pp | 302.83%-301.6pp |
| Employer contribution / active EE | $8,093 | $2,893+179.7% | $2,122+281.4% | $4,761+70.0% |
| Participant deferral / active EE | $687 | $4,128-83.4% | $3,373-79.6% | $5,982-88.5% |
| Admin fee / account holder | $1,597 | $8,041-80.1% | $5,959-73.2% | $11,246-85.8% |