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 | $13,525 | $96,484-86.0% | $75,886-82.2% | $152,861-91.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.86% | 33.98%-14.1pp | 30.76%-10.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $70 | $3,309-97.9% | $2,500-97.2% | $4,762-98.5% |
| Participant deferral / active EE | $924 | $4,553-79.7% | $3,603-74.4% | $5,850-84.2% |
| Admin fee / account holder | $914 | $8,078-88.7% | $5,418-83.1% | $11,596-92.1% |