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 9-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 | $57,688 | $107,334-46.3% | $92,893-37.9% | $152,861-62.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.60% | 145.58%-142.0pp | 109.41%-105.8pp | 345.32%-341.7pp |
| Employer contribution / active EE | $2,558 | $4,221-39.4% | $3,653-30.0% | $4,762-46.3% |
| Participant deferral / active EE | $255 | $4,845-94.7% | $4,236-94.0% | $5,850-95.6% |
| Admin fee / account holder | $504 | $7,079-92.9% | $5,794-91.3% | $11,596-95.7% |