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 | $23,008 | $116,175-80.2% | $93,606-75.4% | $152,861-84.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.96% | 35.96%-19.0pp | 32.76%-15.8pp | 345.32%-328.4pp |
| Employer contribution / active EE | $463 | $3,218-85.6% | $2,718-83.0% | $4,762-90.3% |
| Participant deferral / active EE | $447 | $4,603-90.3% | $4,069-89.0% | $5,850-92.4% |
| Admin fee / account holder | $420 | $10,748-96.1% | $7,888-94.7% | $11,596-96.4% |