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 | $42,417 | $176,056-75.9% | $159,436-73.4% | $167,490-74.7% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 19.21% | 331.75%-312.5pp | 263.57%-244.4pp | 478.56%-459.3pp |
| Employer contribution / active EE | $736 | $5,297-86.1% | $4,829-84.8% | $4,837-84.8% |
| Participant deferral / active EE | $686 | $7,750-91.1% | $7,352-90.7% | $6,341-89.2% |
| Admin fee / account holder | $1,845 | $12,554-85.3% | $10,799-82.9% | $12,309-85.0% |