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 | $41,678 | $132,634-68.6% | $115,768-64.0% | $137,256-69.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.21% | 160.70%-146.5pp | 100.46%-86.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $311 | $3,360-90.7% | $2,940-89.4% | $4,156-92.5% |
| Participant deferral / active EE | $659 | $5,619-88.3% | $4,917-86.6% | $6,407-89.7% |
| Admin fee / account holder | $358 | $15,028-97.6% | $12,439-97.1% | $12,270-97.1% |