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 9-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 | $243,941 | $148,534+64.2% | $135,903+79.5% | $139,434+75.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.40% | 79.19%-55.8pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $389 | $5,243-92.6% | $4,856-92.0% | $4,751-91.8% |
| Participant deferral / active EE | $208 | $8,100-97.4% | $7,758-97.3% | $6,710-96.9% |
| Admin fee / account holder | $7,637 | $12,400-38.4% | $10,762-29.0% | $11,403-33.0% |