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 | $141,819 | $209,336-32.3% | $197,124-28.1% | $137,256+3.3% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 15.31% | 48.09%-32.8pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $656 | $6,591-90.0% | $6,227-89.5% | $4,156-84.2% |
| Participant deferral / active EE | $982 | $9,614-89.8% | $9,135-89.3% | $6,407-84.7% |
| Admin fee / account holder | $5,020 | $17,308-71.0% | $16,298-69.2% | $12,270-59.1% |