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 | $28,929 | $115,770-75.0% | $101,248-71.4% | $158,922-81.8% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 13.59% | 56.14%-42.6pp | 46.47%-32.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $212 | $4,175-94.9% | $3,660-94.2% | $4,761-95.5% |
| Participant deferral / active EE | $1,336 | $4,957-73.1% | $4,370-69.4% | $5,982-77.7% |
| Admin fee / account holder | $1,931 | $7,245-73.4% | $5,945-67.5% | $11,246-82.8% |