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 | $58,830 | $111,754-47.4% | $103,333-43.1% | $145,922-59.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 18.44% | 24.77%-6.3pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $308 | $4,212-92.7% | $3,868-92.0% | $4,660-93.4% |
| Participant deferral / active EE | $331 | $5,619-94.1% | $5,057-93.5% | $6,688-95.1% |
| Admin fee / account holder | $979 | $9,750-90.0% | $8,355-88.3% | $13,397-92.7% |