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 | $41,872 | $124,185-66.3% | $108,410-61.4% | $167,490-75.0% |
| Participation rate | 84.6% | 82.3%+2.3pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 17.17% | 1379.64%-1362.5pp | 905.27%-888.1pp | 478.56%-461.4pp |
| Employer contribution / active EE | $320 | $4,187-92.4% | $3,558-91.0% | $4,837-93.4% |
| Participant deferral / active EE | $1,626 | $6,908-76.5% | $6,563-75.2% | $6,341-74.4% |
| Admin fee / account holder | $1,334 | $9,455-85.9% | $7,295-81.7% | $12,309-89.2% |