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 | $150,115 | $202,432-25.8% | $169,368-11.4% | $139,434+7.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.10% | 531.74%-512.6pp | 405.60%-386.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $34 | $4,692-99.3% | $4,013-99.1% | $4,751-99.3% |
| Participant deferral / active EE | $43 | $6,938-99.4% | $6,221-99.3% | $6,710-99.4% |
| Admin fee / account holder | $981 | $10,708-90.8% | $9,003-89.1% | $11,403-91.4% |