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 7-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 | $39,577 | $202,318-80.4% | $172,739-77.1% | $152,861-74.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 352.36% | 1029.65%-677.3pp | 802.84%-450.5pp | 345.32%+7.0pp |
| Employer contribution / active EE | $680 | $5,856-88.4% | $5,143-86.8% | $4,762-85.7% |
| Participant deferral / active EE | $1,052 | $5,948-82.3% | $5,198-79.8% | $5,850-82.0% |
| Admin fee / account holder | $396 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |