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 | $31,384 | $209,411-85.0% | $178,490-82.4% | $158,922-80.3% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 16.79% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $839 | $5,706-85.3% | $5,011-83.3% | $4,761-82.4% |
| Participant deferral / active EE | $1,310 | $5,954-78.0% | $5,202-74.8% | $5,982-78.1% |
| Admin fee / account holder | $525 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |