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 | $107,810 | $180,449-40.3% | $154,107-30.0% | $135,375-20.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.51% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $439 | $6,035-92.7% | $5,298-91.7% | $4,779-90.8% |
| Participant deferral / active EE | $472 | $5,806-91.9% | $5,081-90.7% | $5,609-91.6% |
| Admin fee / account holder | $2,799 | $16,143-82.7% | $13,411-79.1% | $10,827-74.1% |