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 | $239,846 | $197,591+21.4% | $177,821+34.9% | $158,922+50.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 18.15% | 58.76%-40.6pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,357 | $6,697-79.7% | $5,918-77.1% | $4,761-71.5% |
| Participant deferral / active EE | $2,829 | $8,405-66.3% | $7,714-63.3% | $5,982-52.7% |
| Admin fee / account holder | $6,667 | $15,399-56.7% | $12,427-46.4% | $11,246-40.7% |