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 | $103,230 | $121,625-15.1% | $104,607-1.3% | $158,922-35.0% |
| Participation rate | 90.9% | 77.5%+13.4pp | 74.1%+16.8pp | 82.0%+9.0pp |
| Annual return | 6.07% | 465.26%-459.2pp | 340.46%-334.4pp | 302.83%-296.8pp |
| Employer contribution / active EE | $96 | $3,163-97.0% | $2,681-96.4% | $4,761-98.0% |
| Participant deferral / active EE | $541 | $4,177-87.1% | $3,740-85.5% | $5,982-91.0% |
| Admin fee / account holder | $23,310 | $7,787+199.4% | $6,473+260.1% | $11,246+107.3% |