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 | $72,264 | $183,963-60.7% | $162,163-55.4% | $152,861-52.7% |
| Participation rate | 86.7% | 88.5%-1.8pp | 87.6%-0.9pp | 82.4%+4.2pp |
| Annual return | 20.09% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $776 | $6,371-87.8% | $5,614-86.2% | $4,762-83.7% |
| Participant deferral / active EE | $1,880 | $8,034-76.6% | $7,298-74.2% | $5,850-67.9% |
| Admin fee / account holder | $7,930 | $13,121-39.6% | $10,843-26.9% | $11,596-31.6% |