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 | $45,421 | $183,963-75.3% | $162,163-72.0% | $152,861-70.3% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 16.55% | 150.76%-134.2pp | 115.59%-99.0pp | 345.32%-328.8pp |
| Employer contribution / active EE | $827 | $6,371-87.0% | $5,614-85.3% | $4,762-82.6% |
| Participant deferral / active EE | $1,482 | $8,034-81.5% | $7,298-79.7% | $5,850-74.7% |
| Admin fee / account holder | $1,314 | $13,121-90.0% | $10,843-87.9% | $11,596-88.7% |