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 6-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 | $21,144 | $107,334-80.3% | $92,893-77.2% | $152,861-86.2% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | -0.69% | 145.58%-146.3pp | 109.41%-110.1pp | 345.32%-346.0pp |
| Employer contribution / active EE | $1,451 | $4,221-65.6% | $3,653-60.3% | $4,762-69.5% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $487 | $7,079-93.1% | $5,794-91.6% | $11,596-95.8% |