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 | $57,796 | $150,440-61.6% | $136,294-57.6% | $147,584-60.8% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 14.67% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $390 | $5,256-92.6% | $4,695-91.7% | $4,876-92.0% |
| Participant deferral / active EE | $1,784 | $6,630-73.1% | $6,247-71.4% | $5,439-67.2% |
| Admin fee / account holder | $2,041 | $10,905-81.3% | $9,243-77.9% | $10,885-81.3% |