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 | $49,827 | $102,966-51.6% | $90,281-44.8% | $152,861-67.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.45% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $48 | $3,139-98.5% | $2,854-98.3% | $4,762-99.0% |
| Participant deferral / active EE | $126 | $4,281-97.0% | $3,885-96.7% | $5,850-97.8% |
| Admin fee / account holder | $6,526 | $6,171+5.8% | $5,351+22.0% | $11,596-43.7% |