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 | $52,378 | $81,208-35.5% | $98,907-47.0% | $79,858-34.4% |
| Participation rate | 76.9% | 72.5%+4.4pp | 76.0%+0.9pp | 69.6%+7.3pp |
| Annual return | 14.55% | 60.99%-46.4pp | 196.43%-181.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $380 | $1,960-80.6% | $2,689-85.9% | $2,471-84.6% |
| Participant deferral / active EE | $838 | $3,265-74.3% | $4,244-80.3% | $3,740-77.6% |
| Admin fee / account holder | $552 | $6,013-90.8% | $6,642-91.7% | $5,306-89.6% |