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 | $71,515 | $180,449-60.4% | $154,107-53.6% | $135,375-47.2% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -6.96% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $967 | $6,035-84.0% | $5,298-81.7% | $4,779-79.8% |
| Participant deferral / active EE | $1,823 | $5,806-68.6% | $5,081-64.1% | $5,609-67.5% |
| Admin fee / account holder | $1,339 | $16,143-91.7% | $13,411-90.0% | $10,827-87.6% |