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 | $50,000 | $109,982-54.5% | $97,226-48.6% | $145,922-65.7% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 10.21% | 242.90%-232.7pp | 75.13%-64.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $124 | $3,084-96.0% | $2,729-95.5% | $4,660-97.3% |
| Participant deferral / active EE | $124 | $4,676-97.4% | $4,264-97.1% | $6,688-98.2% |
| Admin fee / account holder | $13,230 | $6,221+112.7% | $5,654+134.0% | $13,397-1.2% |