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 | $89,045 | $202,318-56.0% | $172,739-48.5% | $152,861-41.7% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 19.00% | 1029.65%-1010.7pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $475 | $5,856-91.9% | $5,143-90.8% | $4,762-90.0% |
| Participant deferral / active EE | $1,215 | $5,948-79.6% | $5,198-76.6% | $5,850-79.2% |
| Admin fee / account holder | $3,289 | $17,109-80.8% | $13,954-76.4% | $11,596-71.6% |