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 | $129,660 | $112,096+15.7% | $95,952+35.1% | $158,922-18.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.73% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $599 | $3,198-81.3% | $2,541-76.4% | $4,761-87.4% |
| Participant deferral / active EE | $779 | $4,784-83.7% | $4,167-81.3% | $5,982-87.0% |
| Admin fee / account holder | $684 | $10,130-93.2% | $6,795-89.9% | $11,246-93.9% |