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 | $89,992 | $197,591-54.5% | $177,821-49.4% | $158,922-43.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 7.37% | 58.76%-51.4pp | 48.32%-40.9pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,130 | $6,697-83.1% | $5,918-80.9% | $4,761-76.3% |
| Participant deferral / active EE | $1,772 | $8,405-78.9% | $7,714-77.0% | $5,982-70.4% |
| Admin fee / account holder | $1,340 | $15,399-91.3% | $12,427-89.2% | $11,246-88.1% |