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 | $44,930 | $85,766-47.6% | $136,294-67.0% | $70,131-35.9% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 26.33% | 31.45%-5.1pp | 5155.94%-5129.6pp | 73.14%-46.8pp |
| Employer contribution / active EE | $69 | $2,966-97.7% | $4,695-98.5% | $2,342-97.0% |
| Participant deferral / active EE | $1,791 | $5,051-64.5% | $6,247-71.3% | $3,332-46.2% |
| Admin fee / account holder | $384 | $5,420-92.9% | $9,243-95.8% | $4,645-91.7% |