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 | $218,324 | $124,185+75.8% | $108,410+101.4% | $167,490+30.4% |
| Participation rate | 72.2% | 82.3%-10.1pp | 80.1%-7.9pp | 82.1%-9.9pp |
| Annual return | 11.26% | 1379.64%-1368.4pp | 905.27%-894.0pp | 478.56%-467.3pp |
| Employer contribution / active EE | $325 | $4,187-92.2% | $3,558-90.9% | $4,837-93.3% |
| Participant deferral / active EE | $1,563 | $6,908-77.4% | $6,563-76.2% | $6,341-75.4% |
| Admin fee / account holder | $16,145 | $9,455+70.8% | $7,295+121.3% | $12,309+31.2% |