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 8-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 | $26,600 | $180,749-85.3% | $160,784-83.5% | $137,256-80.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.04% | 2234.46%-2219.4pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $275 | $4,155-93.4% | $3,733-92.6% | $4,156-93.4% |
| Participant deferral / active EE | $385 | $6,844-94.4% | $6,293-93.9% | $6,407-94.0% |
| Admin fee / account holder | $410 | $10,397-96.1% | $9,717-95.8% | $12,270-96.7% |