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 | $113,517 | $202,432-43.9% | $169,368-33.0% | $139,434-18.6% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 19.10% | 531.74%-512.6pp | 405.60%-386.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $531 | $4,692-88.7% | $4,013-86.8% | $4,751-88.8% |
| Participant deferral / active EE | $1,094 | $6,938-84.2% | $6,221-82.4% | $6,710-83.7% |
| Admin fee / account holder | $1,626 | $10,708-84.8% | $9,003-81.9% | $11,403-85.7% |