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 | $86,702 | $157,256-44.9% | $141,162-38.6% | $152,861-43.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.66% | 64.32%-46.7pp | 71.39%-53.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $914 | $5,261-82.6% | $4,735-80.7% | $4,762-80.8% |
| Participant deferral / active EE | $2,020 | $7,109-71.6% | $6,709-69.9% | $5,850-65.5% |
| Admin fee / account holder | $1,356 | $12,120-88.8% | $10,261-86.8% | $11,596-88.3% |