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 | $28,870 | $115,770-75.1% | $101,248-71.5% | $158,922-81.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 20.69% | 56.14%-35.5pp | 46.47%-25.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $200 | $4,175-95.2% | $3,660-94.5% | $4,761-95.8% |
| Participant deferral / active EE | $425 | $4,957-91.4% | $4,370-90.3% | $5,982-92.9% |
| Admin fee / account holder | $5,682 | $7,245-21.6% | $5,945-4.4% | $11,246-49.5% |