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 | $153,371 | $183,963-16.6% | $162,163-5.4% | $152,861+0.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.74% | 150.76%-128.0pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $601 | $6,371-90.6% | $5,614-89.3% | $4,762-87.4% |
| Participant deferral / active EE | $1,414 | $8,034-82.4% | $7,298-80.6% | $5,850-75.8% |
| Admin fee / account holder | $1,499 | $13,121-88.6% | $10,843-86.2% | $11,596-87.1% |