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 | $37,705 | $78,694-52.1% | $67,652-44.3% | $125,391-69.9% |
| Participation rate | 72.2% | 78.8%-6.6pp | 75.7%-3.4pp | 83.2%-11.0pp |
| Annual return | -0.13% | 9.46%-9.6pp | 6625.04%-6625.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $88 | $3,044-97.1% | $2,266-96.1% | $4,866-98.2% |
| Participant deferral / active EE | $733 | $4,292-82.9% | $3,560-79.4% | $5,352-86.3% |
| Admin fee / account holder | $1,374 | $7,403-81.4% | $4,821-71.5% | $9,540-85.6% |