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 | $23,813 | $77,634-69.3% | $156,549-84.8% | $62,891-62.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.81% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $299 | $3,444-91.3% | $5,501-94.6% | $2,281-86.9% |
| Participant deferral / active EE | $425 | $3,045-86.0% | $4,871-91.3% | $3,203-86.7% |
| Admin fee / account holder | $3,349 | $5,561-39.8% | $13,027-74.3% | $4,296-22.0% |