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 | $130,907 | $180,449-27.5% | $154,107-15.1% | $135,375-3.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.43% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,095 | $6,035-81.9% | $5,298-79.3% | $4,779-77.1% |
| Participant deferral / active EE | $1,475 | $5,806-74.6% | $5,081-71.0% | $5,609-73.7% |
| Admin fee / account holder | $2,565 | $16,143-84.1% | $13,411-80.9% | $10,827-76.3% |