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 | $57,639 | $105,998-45.6% | $92,233-37.5% | $147,584-60.9% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 13.07% | 50.05%-37.0pp | 176.28%-163.2pp | 578.55%-565.5pp |
| Employer contribution / active EE | $408 | $4,333-90.6% | $3,679-88.9% | $4,876-91.6% |
| Participant deferral / active EE | $749 | $4,478-83.3% | $3,897-80.8% | $5,439-86.2% |
| Admin fee / account holder | $19,417 | $6,332+206.6% | $5,194+273.9% | $10,885+78.4% |