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 | $102,172 | $105,998-3.6% | $92,233+10.8% | $147,584-30.8% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 15.03% | 50.05%-35.0pp | 176.28%-161.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $456 | $4,333-89.5% | $3,679-87.6% | $4,876-90.7% |
| Participant deferral / active EE | $464 | $4,478-89.6% | $3,897-88.1% | $5,439-91.5% |
| Admin fee / account holder | $567 | $6,332-91.0% | $5,194-89.1% | $10,885-94.8% |