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 | $14,378 | $52,279-72.5% | $89,391-83.9% | $79,858-82.0% |
| Participation rate | 90.5% | 57.5%+32.9pp | 68.0%+22.5pp | 69.6%+20.8pp |
| Annual return | 89.62% | 22.16%+67.5pp | 245.62%-156.0pp | 31.71%+57.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $761 | $2,740-72.2% | $3,890-80.4% | $3,740-79.6% |
| Admin fee / account holder | $16,528 | $3,356+392.4% | $4,881+238.6% | $5,306+211.5% |