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 | $99,082 | $165,335-40.1% | $149,696-33.8% | $158,922-37.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 64.92% | 348.15%-283.2pp | 276.60%-211.7pp | 302.83%-237.9pp |
| Employer contribution / active EE | $827 | $5,103-83.8% | $4,644-82.2% | $4,761-82.6% |
| Participant deferral / active EE | $1,610 | $7,181-77.6% | $6,842-76.5% | $5,982-73.1% |
| Admin fee / account holder | $17,123 | $10,807+58.5% | $9,309+83.9% | $11,246+52.3% |