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 | $48,428 | $104,974-53.9% | $95,585-49.3% | $142,382-66.0% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 14.18% | 210.33%-196.2pp | 38.56%-24.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $117 | $2,779-95.8% | $2,527-95.4% | $4,299-97.3% |
| Participant deferral / active EE | $146 | $4,352-96.6% | $4,023-96.4% | $6,507-97.8% |
| Admin fee / account holder | $301 | $6,386-95.3% | $6,127-95.1% | $12,624-97.6% |