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 9-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 | $93,388 | $114,381-18.4% | $107,525-13.1% | $142,382-34.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.46% | 242.71%-227.2pp | 181.32%-165.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $300 | $4,015-92.5% | $3,754-92.0% | $4,299-93.0% |
| Participant deferral / active EE | $800 | $5,564-85.6% | $5,116-84.4% | $6,507-87.7% |
| Admin fee / account holder | $1,070 | $9,860-89.1% | $8,919-88.0% | $12,624-91.5% |