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 | $24,282 | $65,561-63.0% | $86,188-71.8% | $75,163-67.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 21.03% | 46.05%-25.0pp | 1168.45%-1147.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $180 | $1,553-88.4% | $2,380-92.4% | $2,670-93.2% |
| Participant deferral / active EE | $655 | $3,024-78.4% | $3,985-83.6% | $4,125-84.1% |
| Admin fee / account holder | $1,972 | $5,474-64.0% | $6,852-71.2% | $5,651-65.1% |