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 | $87,608 | $217,402-59.7% | $185,823-52.9% | $167,490-47.7% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 16.90% | 148.36%-131.5pp | 122.05%-105.1pp | 478.56%-461.7pp |
| Employer contribution / active EE | $588 | $5,873-90.0% | $5,167-88.6% | $4,837-87.8% |
| Participant deferral / active EE | $1,416 | $6,356-77.7% | $5,568-74.6% | $6,341-77.7% |
| Admin fee / account holder | $1,025 | $19,811-94.8% | $16,237-93.7% | $12,309-91.7% |