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 8-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 | $23,556 | $159,901-85.3% | $146,958-84.0% | $145,922-83.9% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 14.73% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $527 | $5,286-90.0% | $4,933-89.3% | $4,660-88.7% |
| Participant deferral / active EE | $1,404 | $8,428-83.3% | $8,070-82.6% | $6,688-79.0% |
| Admin fee / account holder | $433 | $15,044-97.1% | $12,998-96.7% | $13,397-96.8% |