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 8-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 | $17,419 | $148,534-88.3% | $135,903-87.2% | $139,434-87.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.86% | 79.19%-60.3pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $6 | $5,243-99.9% | $4,856-99.9% | $4,751-99.9% |
| Participant deferral / active EE | $969 | $8,100-88.0% | $7,758-87.5% | $6,710-85.6% |
| Admin fee / account holder | $775 | $12,400-93.7% | $10,762-92.8% | $11,403-93.2% |