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 | $15,054 | $72,071-79.1% | $68,368-78.0% | $137,256-89.0% |
| Participation rate | 90.5% | 76.2%+14.2pp | 73.8%+16.7pp | 80.0%+10.5pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | -$173 | $2,788-106.2% | $2,649-106.5% | $4,156-104.2% |
| Participant deferral / active EE | $530 | $4,410-88.0% | $4,123-87.1% | $6,407-91.7% |
| Admin fee / account holder | $2,401 | $5,336-55.0% | $5,150-53.4% | $12,270-80.4% |