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 | $146,479 | $157,256-6.9% | $141,162+3.8% | $152,861-4.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.66% | 64.32%-42.7pp | 71.39%-49.7pp | 345.32%-323.7pp |
| Employer contribution / active EE | $179 | $5,261-96.6% | $4,735-96.2% | $4,762-96.2% |
| Participant deferral / active EE | $179 | $7,109-97.5% | $6,709-97.3% | $5,850-96.9% |
| Admin fee / account holder | $5,359 | $12,120-55.8% | $10,261-47.8% | $11,596-53.8% |