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 | $130,474 | $202,318-35.5% | $172,739-24.5% | $152,861-14.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 34.61% | 1029.65%-995.0pp | 802.84%-768.2pp | 345.32%-310.7pp |
| Employer contribution / active EE | $427 | $5,856-92.7% | $5,143-91.7% | $4,762-91.0% |
| Participant deferral / active EE | $462 | $5,948-92.2% | $5,198-91.1% | $5,850-92.1% |
| Admin fee / account holder | $615 | $17,109-96.4% | $13,954-95.6% | $11,596-94.7% |