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 | $128,842 | $138,065-6.7% | $123,544+4.3% | $135,375-4.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.66% | 153.68%-157.3pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $200 | $5,151-96.1% | $4,628-95.7% | $4,779-95.8% |
| Participant deferral / active EE | $370 | $6,799-94.6% | $6,426-94.2% | $5,609-93.4% |
| Admin fee / account holder | $390 | $10,916-96.4% | $9,284-95.8% | $10,827-96.4% |