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 | $78,881 | $165,335-52.3% | $149,696-47.3% | $158,922-50.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.43% | 348.15%-313.7pp | 276.60%-242.2pp | 302.83%-268.4pp |
| Employer contribution / active EE | $39 | $5,103-99.2% | $4,644-99.2% | $4,761-99.2% |
| Participant deferral / active EE | $58 | $7,181-99.2% | $6,842-99.2% | $5,982-99.0% |
| Admin fee / account holder | $776 | $10,807-92.8% | $9,309-91.7% | $11,246-93.1% |