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 | $78,733 | $142,405-44.7% | $115,157-31.6% | $152,861-48.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 26.97% | 41.48%-14.5pp | 35.60%-8.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $545 | $4,010-86.4% | $3,179-82.9% | $4,762-88.6% |
| Participant deferral / active EE | $1,255 | $5,164-75.7% | $4,168-69.9% | $5,850-78.6% |
| Admin fee / account holder | $1,228 | $8,462-85.5% | $7,088-82.7% | $11,596-89.4% |