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 | $104,328 | $176,056-40.7% | $159,436-34.6% | $167,490-37.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.11% | 331.75%-319.6pp | 263.57%-251.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $719 | $5,297-86.4% | $4,829-85.1% | $4,837-85.1% |
| Participant deferral / active EE | $967 | $7,750-87.5% | $7,352-86.9% | $6,341-84.8% |
| Admin fee / account holder | $1,921 | $12,554-84.7% | $10,799-82.2% | $12,309-84.4% |