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 | $101,506 | $171,865-40.9% | $149,718-32.2% | $147,584-31.2% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 14.00% | 2113.22%-2099.2pp | 1501.63%-1487.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $274 | $6,275-95.6% | $5,445-95.0% | $4,876-94.4% |
| Participant deferral / active EE | $1,485 | $7,271-79.6% | $6,569-77.4% | $5,439-72.7% |
| Admin fee / account holder | $1,860 | $13,799-86.5% | $11,283-83.5% | $10,885-82.9% |