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 | $34,956 | $82,032-57.4% | $123,104-71.6% | $59,632-41.4% |
| Participation rate | 80.5% | 83.2%-2.7pp | 86.8%-6.3pp | 68.7%+11.8pp |
| Annual return | 234.81% | 5.12%+229.7pp | 13.22%+221.6pp | 2041.28%-1806.5pp |
| Employer contribution / active EE | $540 | $3,297-83.6% | $5,151-89.5% | $2,203-75.5% |
| Participant deferral / active EE | $1,399 | $4,667-70.0% | $6,230-77.5% | $3,192-56.2% |
| Admin fee / account holder | $831 | $5,881-85.9% | $9,015-90.8% | $4,297-80.7% |