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 | $195,901 | $111,754+75.3% | $103,333+89.6% | $145,922+34.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.80% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $425 | $4,212-89.9% | $3,868-89.0% | $4,660-90.9% |
| Participant deferral / active EE | $1,169 | $5,619-79.2% | $5,057-76.9% | $6,688-82.5% |
| Admin fee / account holder | $2,777 | $9,750-71.5% | $8,355-66.8% | $13,397-79.3% |