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 | $249,480 | $270,399-7.7% | $209,409+19.1% | $357,791-30.3% |
| Participation rate | 71.4% | 83.8%-12.3pp | 80.4%-8.9pp | 85.6%-14.2pp |
| Annual return | 26.32% | 194.89%-168.6pp | 159.49%-133.2pp | 396.79%-370.5pp |
| Employer contribution / active EE | $245 | $6,982-96.5% | $5,035-95.1% | $7,508-96.7% |
| Participant deferral / active EE | $1,788 | $4,606-61.2% | $4,230-57.7% | $5,521-67.6% |
| Admin fee / account holder | $126,630 | $18,969+567.6% | $16,474+668.7% | $28,387+346.1% |