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 | $158,080 | $78,705+100.9% | $117,854+34.1% | $70,131+125.4% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 17.72% | 23.30%-5.6pp | 335.08%-317.4pp | 73.14%-55.4pp |
| Employer contribution / active EE | $35 | $2,223-98.4% | $3,786-99.1% | $2,342-98.5% |
| Participant deferral / active EE | $1,012 | $3,297-69.3% | $4,482-77.4% | $3,332-69.6% |
| Admin fee / account holder | $309 | $5,065-93.9% | $8,020-96.1% | $4,645-93.4% |