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 | $142,572 | $97,757+45.8% | $83,848+70.0% | $135,375+5.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -4.31% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $372 | $4,222-91.2% | $3,631-89.8% | $4,779-92.2% |
| Participant deferral / active EE | $372 | $4,682-92.1% | $4,082-90.9% | $5,609-93.4% |
| Admin fee / account holder | $2,365 | $6,674-64.6% | $5,478-56.8% | $10,827-78.2% |