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 | $66,827 | $160,055-58.2% | $140,016-52.3% | $135,375-50.6% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.5%-8.5pp | 82.6%-3.7pp |
| Annual return | 15.02% | 911.38%-896.4pp | 651.12%-636.1pp | 519.73%-504.7pp |
| Employer contribution / active EE | $733 | $6,420-88.6% | $5,606-86.9% | $4,779-84.7% |
| Participant deferral / active EE | $1,993 | $7,642-73.9% | $6,927-71.2% | $5,609-64.5% |
| Admin fee / account holder | $17,744 | $13,328+33.1% | $10,705+65.7% | $10,827+63.9% |