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 | $141,121 | $150,440-6.2% | $136,294+3.5% | $147,584-4.4% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 14.23% | 1049.08%-1034.9pp | 5155.94%-5141.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $435 | $5,256-91.7% | $4,695-90.7% | $4,876-91.1% |
| Participant deferral / active EE | $528 | $6,630-92.0% | $6,247-91.5% | $5,439-90.3% |
| Admin fee / account holder | $5,011 | $10,905-54.0% | $9,243-45.8% | $10,885-54.0% |