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 | $37,712 | $171,865-78.1% | $149,718-74.8% | $147,584-74.4% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 19.09% | 2113.22%-2094.1pp | 1501.63%-1482.5pp | 578.55%-559.5pp |
| Employer contribution / active EE | $505 | $6,275-91.9% | $5,445-90.7% | $4,876-89.6% |
| Participant deferral / active EE | $1,020 | $7,271-86.0% | $6,569-84.5% | $5,439-81.2% |
| Admin fee / account holder | $520 | $13,799-96.2% | $11,283-95.4% | $10,885-95.2% |