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 4-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 | $55,201 | $214,378-74.3% | $200,582-72.5% | $142,382-61.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.29% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $20 | $6,841-99.7% | $6,419-99.7% | $4,299-99.5% |
| Participant deferral / active EE | $125 | $9,865-98.7% | $9,331-98.7% | $6,507-98.1% |
| Admin fee / account holder | $10,181 | $17,692-42.5% | $16,305-37.6% | $12,624-19.4% |