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 | $43,097 | $94,529-54.4% | $140,016-69.2% | $64,186-32.9% |
| Participation rate | 93.0% | 84.1%+8.9pp | 87.5%+5.5pp | 69.6%+23.5pp |
| Annual return | 221.65% | 7.77%+213.9pp | 651.12%-429.5pp | 7.63%+214.0pp |
| Employer contribution / active EE | $215 | $3,812-94.4% | $5,606-96.2% | $2,381-91.0% |
| Participant deferral / active EE | $1,014 | $5,250-80.7% | $6,927-85.4% | $3,470-70.8% |
| Admin fee / account holder | $3,321 | $6,741-50.7% | $10,705-69.0% | $4,888-32.1% |