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 | $112,791 | $135,952-17.0% | $123,892-9.0% | $273,961-58.8% |
| Participation rate | 70.8% | 84.1%-13.2pp | 81.4%-10.6pp | 83.0%-12.2pp |
| Annual return | 5.82% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $426 | $5,170-91.8% | $4,617-90.8% | $4,869-91.3% |
| Participant deferral / active EE | $509 | $6,343-92.0% | $5,984-91.5% | $5,287-90.4% |
| Admin fee / account holder | $1,874 | $9,817-80.9% | $8,357-77.6% | $10,132-81.5% |