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 | $206,423 | $201,259+2.6% | $184,200+12.1% | $145,959+41.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.94% | 28.98%-16.0pp | 28.80%-15.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $926 | $7,018-86.8% | $6,424-85.6% | $4,661-80.1% |
| Participant deferral / active EE | $2,899 | $9,806-70.4% | $9,132-68.3% | $6,689-56.7% |
| Admin fee / account holder | $2,540 | $16,372-84.5% | $13,907-81.7% | $13,398-81.0% |