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 | $62,523 | $109,904-43.1% | $97,167-35.7% | $145,959-57.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 18.48% | 243.43%-224.9pp | 75.27%-56.8pp | 561.95%-543.5pp |
| Employer contribution / active EE | $56 | $3,084-98.2% | $2,729-97.9% | $4,661-98.8% |
| Participant deferral / active EE | $120 | $4,676-97.4% | $4,264-97.2% | $6,689-98.2% |
| Admin fee / account holder | $5,413 | $6,216-12.9% | $5,650-4.2% | $13,398-59.6% |