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 | $87,976 | $171,865-48.8% | $149,718-41.2% | $147,584-40.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 49.96% | 2113.22%-2063.3pp | 1501.63%-1451.7pp | 578.55%-528.6pp |
| Employer contribution / active EE | $709 | $6,275-88.7% | $5,445-87.0% | $4,876-85.5% |
| Participant deferral / active EE | $954 | $7,271-86.9% | $6,569-85.5% | $5,439-82.5% |
| Admin fee / account holder | $19,433 | $13,799+40.8% | $11,283+72.2% | $10,885+78.5% |