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 7-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 | $225,776 | $127,065+77.7% | $113,168+99.5% | $142,382+58.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.06% | 24.03%-13.0pp | 24.27%-13.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $745 | $3,442-78.4% | $2,975-75.0% | $4,299-82.7% |
| Participant deferral / active EE | $640 | $5,716-88.8% | $5,107-87.5% | $6,507-90.2% |
| Admin fee / account holder | $10,628 | $15,736-32.5% | $12,068-11.9% | $12,624-15.8% |