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 | $18,131 | $104,907-82.7% | $84,611-78.6% | $152,861-88.1% |
| Participation rate | 81.3% | 74.8%+6.4pp | 68.2%+13.0pp | 82.4%-1.2pp |
| Annual return | 16.43% | 373.79%-357.4pp | 258.74%-242.3pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $542 | $4,688-88.4% | $3,899-86.1% | $5,850-90.7% |
| Admin fee / account holder | $350 | $6,241-94.4% | $4,912-92.9% | $11,596-97.0% |