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 | $23,879 | $884,045-97.3% | $453,369-94.7% | $167,490-85.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 9.89% | 29.49%-19.6pp | 64.40%-54.5pp | 478.56%-468.7pp |
| Employer contribution / active EE | $395 | $5,538-92.9% | $4,070-90.3% | $4,837-91.8% |
| Participant deferral / active EE | $2,099 | $7,898-73.4% | $6,209-66.2% | $6,341-66.9% |
| Admin fee / account holder | $351 | $22,063-98.4% | $11,209-96.9% | $12,309-97.2% |