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 | $155,914 | $202,318-22.9% | $172,739-9.7% | $152,861+2.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 30.04% | 1029.65%-999.6pp | 802.84%-772.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $331 | $5,856-94.3% | $5,143-93.6% | $4,762-93.0% |
| Participant deferral / active EE | $1,363 | $5,948-77.1% | $5,198-73.8% | $5,850-76.7% |
| Admin fee / account holder | $11,597 | $17,109-32.2% | $13,954-16.9% | $11,5960% |