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 | $48,125 | $202,318-76.2% | $172,739-72.1% | $152,861-68.5% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.4%-1.2pp |
| Annual return | 30.59% | 1029.65%-999.1pp | 802.84%-772.3pp | 345.32%-314.7pp |
| Employer contribution / active EE | $894 | $5,856-84.7% | $5,143-82.6% | $4,762-81.2% |
| Participant deferral / active EE | $1,904 | $5,948-68.0% | $5,198-63.4% | $5,850-67.5% |
| Admin fee / account holder | $1,214 | $17,109-92.9% | $13,954-91.3% | $11,596-89.5% |