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 | $74,888-79.9% | $71,209-78.9% | $142,382-89.4% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | -$173 | $2,854-106.0% | $2,721-106.3% | $4,299-104.0% |
| Participant deferral / active EE | $530 | $4,454-88.1% | $4,175-87.3% | $6,507-91.9% |
| Admin fee / account holder | $2,401 | $5,568-56.9% | $5,349-55.1% | $12,624-81.0% |