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 | $60,431 | $144,119-58.1% | $117,854-48.7% | $147,584-59.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.66% | 531.15%-507.5pp | 335.08%-311.4pp | 578.55%-554.9pp |
| Employer contribution / active EE | $119 | $4,896-97.6% | $3,786-96.8% | $4,876-97.6% |
| Participant deferral / active EE | $179 | $5,316-96.6% | $4,482-96.0% | $5,439-96.7% |
| Admin fee / account holder | $6,139 | $10,886-43.6% | $8,020-23.4% | $10,885-43.6% |