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 | $19,504 | $112,881-82.7% | $90,951-78.6% | $158,922-87.7% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 21.35% | 215.79%-194.4pp | 134.60%-113.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $295 | $2,893-89.8% | $2,122-86.1% | $4,761-93.8% |
| Participant deferral / active EE | $843 | $4,128-79.6% | $3,373-75.0% | $5,982-85.9% |
| Admin fee / account holder | $1,230 | $8,041-84.7% | $5,959-79.4% | $11,246-89.1% |