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 6-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 | $91,507 | $81,208+12.7% | $98,907-7.5% | $79,858+14.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $386 | $1,960-80.3% | $2,689-85.6% | $2,471-84.4% |
| Participant deferral / active EE | $1,012 | $3,265-69.0% | $4,244-76.2% | $3,740-72.9% |
| Admin fee / account holder | $622 | $6,013-89.7% | $6,642-90.6% | $5,306-88.3% |