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 | $40,724 | $150,440-72.9% | $136,294-70.1% | $147,584-72.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.92% | 1049.08%-1038.2pp | 5155.94%-5145.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $719 | $5,256-86.3% | $4,695-84.7% | $4,876-85.3% |
| Participant deferral / active EE | $1,269 | $6,630-80.9% | $6,247-79.7% | $5,439-76.7% |
| Admin fee / account holder | $1,513 | $10,905-86.1% | $9,243-83.6% | $10,885-86.1% |