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 7-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 | $38,763 | $165,335-76.6% | $149,696-74.1% | $158,922-75.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.99% | 348.15%-327.2pp | 276.60%-255.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $611 | $5,103-88.0% | $4,644-86.8% | $4,761-87.2% |
| Participant deferral / active EE | $1,273 | $7,181-82.3% | $6,842-81.4% | $5,982-78.7% |
| Admin fee / account holder | $382 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |