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 | $41,234 | $150,440-72.6% | $136,294-69.7% | $147,584-72.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 21.78% | 1049.08%-1027.3pp | 5155.94%-5134.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $537 | $5,256-89.8% | $4,695-88.6% | $4,876-89.0% |
| Participant deferral / active EE | $1,677 | $6,630-74.7% | $6,247-73.2% | $5,439-69.2% |
| Admin fee / account holder | $1,672 | $10,905-84.7% | $9,243-81.9% | $10,885-84.6% |