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 | $41,936 | $150,440-72.1% | $136,294-69.2% | $147,584-71.6% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 24.05% | 1049.08%-1025.0pp | 5155.94%-5131.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $840 | $5,256-84.0% | $4,695-82.1% | $4,876-82.8% |
| Participant deferral / active EE | $915 | $6,630-86.2% | $6,247-85.3% | $5,439-83.2% |
| Admin fee / account holder | $321 | $10,905-97.1% | $9,243-96.5% | $10,885-97.1% |