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 | $71,315 | $171,865-58.5% | $149,718-52.4% | $147,584-51.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 9.20% | 2113.22%-2104.0pp | 1501.63%-1492.4pp | 578.55%-569.3pp |
| Employer contribution / active EE | $892 | $6,275-85.8% | $5,445-83.6% | $4,876-81.7% |
| Participant deferral / active EE | $1,422 | $7,271-80.4% | $6,569-78.4% | $5,439-73.9% |
| Admin fee / account holder | $4,848 | $13,799-64.9% | $11,283-57.0% | $10,885-55.5% |