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 | $32,977 | $99,640-66.9% | $86,436-61.8% | $134,475-75.5% |
| Participation rate | 91.7% | 82.0%+9.6pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -17.57% | 6782.58%-6800.1pp | 4394.89%-4412.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $420 | $4,400-90.5% | $3,769-88.9% | $4,740-91.1% |
| Participant deferral / active EE | $1,845 | $7,246-74.5% | $6,952-73.5% | $6,400-71.2% |
| Admin fee / account holder | $1,082 | $8,371-87.1% | $6,731-83.9% | $11,426-90.5% |