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 | $76,999 | $171,865-55.2% | $149,718-48.6% | $147,584-47.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.87% | 2113.22%-2096.3pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $703 | $6,275-88.8% | $5,445-87.1% | $4,876-85.6% |
| Participant deferral / active EE | $817 | $7,271-88.8% | $6,569-87.6% | $5,439-85.0% |
| Admin fee / account holder | $833 | $13,799-94.0% | $11,283-92.6% | $10,885-92.3% |