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 | $63,444 | $126,574-49.9% | $106,213-40.3% | $145,922-56.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.45% | 224.79%-218.3pp | 116.14%-109.7pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,083 | $3,730-44.2% | $3,171-34.3% | $4,660-55.3% |
| Participant deferral / active EE | $977 | $5,724-82.9% | $5,016-80.5% | $6,688-85.4% |
| Admin fee / account holder | $2,156 | $17,304-87.5% | $11,033-80.5% | $13,397-83.9% |