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 | $31,829 | $70,908-55.1% | $98,907-67.8% | $73,488-56.7% |
| Participation rate | 85.8% | 73.8%+12.1pp | 76.0%+9.8pp | 70.7%+15.2pp |
| Annual return | 53.73% | 34.17%+19.6pp | 196.43%-142.7pp | 28.51%+25.2pp |
| Employer contribution / active EE | $466 | $2,036-77.1% | $2,689-82.7% | $2,270-79.5% |
| Participant deferral / active EE | $1,026 | $3,500-70.7% | $4,244-75.8% | $3,740-72.6% |
| Admin fee / account holder | $467 | $535-12.8% | $6,642-93.0% | $513-9.1% |