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 | $69,237 | $183,963-62.4% | $162,163-57.3% | $152,861-54.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 21.78% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $491 | $6,371-92.3% | $5,614-91.3% | $4,762-89.7% |
| Participant deferral / active EE | $849 | $8,034-89.4% | $7,298-88.4% | $5,850-85.5% |
| Admin fee / account holder | $2,782 | $13,121-78.8% | $10,843-74.3% | $11,596-76.0% |