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 | $106,548 | $166,020-35.8% | $164,866-35.4% | $145,959-27.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.01% | 100.08%-89.1pp | 69.97%-59.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $253 | $5,275-95.2% | $4,343-94.2% | $4,661-94.6% |
| Participant deferral / active EE | $1,285 | $6,961-81.5% | $6,033-78.7% | $6,689-80.8% |
| Admin fee / account holder | $30,704 | $16,644+84.5% | $12,689+142.0% | $13,398+129.2% |