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 7-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 | $35,665 | $74,888-52.4% | $71,209-49.9% | $142,382-75.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.12% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $300 | $2,854-89.5% | $2,721-89.0% | $4,299-93.0% |
| Participant deferral / active EE | $413 | $4,454-90.7% | $4,175-90.1% | $6,507-93.7% |
| Admin fee / account holder | $743 | $5,568-86.7% | $5,349-86.1% | $12,624-94.1% |