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.
Employer 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.)
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 | $25,413 | $105,998-76.0% | $92,233-72.4% | $147,584-82.8% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.5%+0.8pp | 82.8%-5.6pp |
| Annual return | 18.53% | 50.05%-31.5pp | 176.28%-157.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $645 | $4,333-85.1% | $3,679-82.5% | $4,876-86.8% |
| Participant deferral / active EE | $722 | $4,478-83.9% | $3,897-81.5% | $5,439-86.7% |
| Admin fee / account holder | $2,229 | $6,332-64.8% | $5,194-57.1% | $10,885-79.5% |