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 | $76,321 | $209,411-63.6% | $178,490-57.2% | $158,922-52.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 16.85% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $906 | $5,706-84.1% | $5,011-81.9% | $4,761-81.0% |
| Participant deferral / active EE | $952 | $5,954-84.0% | $5,202-81.7% | $5,982-84.1% |
| Admin fee / account holder | $373 | $17,074-97.8% | $13,984-97.3% | $11,246-96.7% |