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 | $166,393 | $162,781+2.2% | $133,956+24.2% | $158,922+4.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 10.85% | 41.94%-31.1pp | 45.09%-34.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $663 | $4,975-86.7% | $3,919-83.1% | $4,761-86.1% |
| Participant deferral / active EE | $1,502 | $5,911-74.6% | $5,048-70.3% | $5,982-74.9% |
| Admin fee / account holder | $5,493 | $11,736-53.2% | $8,927-38.5% | $11,246-51.2% |