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 4-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 | $59,940 | $111,754-46.4% | $103,333-42.0% | $145,922-58.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 66.45% | 24.77%+41.7pp | 24.88%+41.6pp | 561.29%-494.8pp |
| Employer contribution / active EE | $809 | $4,212-80.8% | $3,868-79.1% | $4,660-82.6% |
| Participant deferral / active EE | $1,174 | $5,619-79.1% | $5,057-76.8% | $6,688-82.5% |
| Admin fee / account holder | $2,880 | $9,750-70.5% | $8,355-65.5% | $13,397-78.5% |