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 | $104,308 | $165,335-36.9% | $149,696-30.3% | $158,922-34.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 23.14% | 348.15%-325.0pp | 276.60%-253.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $639 | $5,103-87.5% | $4,644-86.2% | $4,761-86.6% |
| Participant deferral / active EE | $853 | $7,181-88.1% | $6,842-87.5% | $5,982-85.7% |
| Admin fee / account holder | $4,066 | $10,807-62.4% | $9,309-56.3% | $11,246-63.8% |