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 | $29,485 | $97,125-69.6% | $86,233-65.8% | $137,256-78.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.96% | 74.19%-61.2pp | 61.39%-48.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $104 | $2,841-96.3% | $2,504-95.8% | $4,156-97.5% |
| Participant deferral / active EE | $209 | $5,180-96.0% | $4,559-95.4% | $6,407-96.7% |
| Admin fee / account holder | $392 | $9,725-96.0% | $8,342-95.3% | $12,270-96.8% |