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 | $49,973 | $85,202-41.3% | $172,739-71.1% | $72,985-31.5% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 22.76% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $242 | $3,324-92.7% | $5,143-95.3% | $2,440-90.1% |
| Participant deferral / active EE | $822 | $3,260-74.8% | $5,198-84.2% | $3,607-77.2% |
| Admin fee / account holder | $470 | $5,884-92.0% | $13,954-96.6% | $5,124-90.8% |