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 | $137,999 | $209,411-34.1% | $178,490-22.7% | $158,922-13.2% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 18.76% | 188.75%-170.0pp | 151.07%-132.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $582 | $5,706-89.8% | $5,011-88.4% | $4,761-87.8% |
| Participant deferral / active EE | $641 | $5,954-89.2% | $5,202-87.7% | $5,982-89.3% |
| Admin fee / account holder | $516 | $17,074-97.0% | $13,984-96.3% | $11,246-95.4% |